Archiving (Deleting or Removing) Accounts

The Account Manager is where you can create, edit, and maintain accounts. Accounts contain similar contacts and opportunities. This article will provide information on how to archive accounts in the Account Manager.

Article Contents

• Archiving Individual Accounts
• Archiving Accounts in Bulk
• Restore A Single Archived Account
• Find or Restore Multiple Archived Accounts

Archiving Accounts in Bulk

While accounts cannot be deleted and removed completely from your instance, they can be archived. Archiving an account hides the account from your Account Manager table. To find out how to see accounts that you've archived, read the Find Archived Accounts section of this article.

To archive multiple accounts at once, start from the Sales > Accounts section in the left toolbar. 

1. Optionally, search for the accounts you'd like to archive, using Views or Searches to filter. 
   
   
   
   
2. Click the checkboxes next to the accounts you'd like to archive.
3. Click the     Archive icon above the table.
   
   
   
   
4. Type CONFIRM in the popup that appears. 
5. Click Archive Accounts. 
   
   
   
   

It can take some time to process your request, depending on the number of accounts selected. You'll see a notification popup in your Lead Gen & CRM instance once the request has been completed. 

Note: Landing pages, forms, and chatbots associated with the accounts will be deactivated, automatically. These landing pages, forms, and chatbots will still be available within your instance, however, as they will be deactivated but not deleted.

Restore a Single Archived Account

Archived accounts can be restored as necessary to resume activity. To restore an archived account, start from Sales > Accounts in the left toolbar.

Important: Accounts can only be restored within 90 days of being archived. After 90 days, you'll need to create a new account.

1. From the Account Manager table, click on the Account name.
   
   
   
   
2. In the Account, click the      Options icon and select Restore from the dropdown menu.
   
   

Once restored, the "Archived" tag that appears next to the Account name will disappear. 

Note: Landing pages, forms, and chatbots that were associated with the account prior to deactivation will still exist within the account. However, you will need to manually re-publish or reactivate those pages, forms, or chatbots. 

Find or Restore Multiple Archived Accounts

Archived accounts can be restored as necessary to resume activity. Multiple accounts cannot be restored at once using the checkboxes, however, you can perform a search for multiple accounts and then restore them one by one.

Important: Accounts can only be restored within 90 days of being archived. After 90 days, you'll need to create a new account.

To restore multiple archived accounts, start from Sales > Accounts in the left toolbar.

1. Click Advanced.
2. Select Archived from the Account Status drop-down menu.
3. Click Search.
   
   
   
   
4. Hover over the desired archived accounts to get the   Options button to appear and click    Options > Restore for each account you want to restore. 
   
   

Note: Landing pages, forms, and chatbots that were associated with the accounts prior to deactivation will still exist within the accounts. However, you will need to manually re-publish or reactivate those pages, forms, or chatbots. 

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