How to Archive a Company?

Created by Jared Developer, Modified on Mon, 4 Sep, 2023 at 9:37 AM by Jared Developer

Bitumio > Left Navigation Bar > Companies/Contacts


1. Follow the workflow mentioned above to land on the Companies screen.


2. Click the icon under the Actions column for a company you want to update the details of. Doing so reveals a number of options.


3. From the options displayed, click Archive.



4. This displays a confirmation popup asking you to confirm archiving the selected company. To confirm, click the button.



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