Purpose: This guide provides instructions on how to archive company records in Kizen, whether individually or in bulk. Archiving helps keep your data organized and ensures that outdated records don’t interfere with active workflows or reporting

TABLE OF CONTENTS

• Archive a  Company Record 
• Archive Multiple Contacts at Once

Archive a  Company Record 

Follow these steps to archive a company:

1. Navigate to Data tab from the top menu bar

2. Select Custom Objects

3. Click the Companies custom object

4. Search for the company

5. Click on the Company Name

6. Click Archive

7. Confirm Archival

This will archive the record and all associated information, so that it can no longer be accessed

Archive Multiple Contacts at Once

1. Navigate to Data tab from the top menu bar

2. Click Custom Objects

3. Click the Companies custom object

4. Select the companies you'd like to delete

5. Click on Perform Action

6. Archive Records

7. Confirm Archival