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Delete and Archive Engagements

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What's in this Article

Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Engagements
  • Licenses: CRM

Only existing engagements can be deleted. If you accidentally delete an important engagement, it can easily be restored. 

Find Archived Engagements

1. Click tasks on the global navigation bar.

A panel will slide in from the left.

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2. From the slide-in menu, click Engagements. 

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3. Click the in-line checkbox next to the relevant engagement.

  • Click on the Delete Icon to delete the engagement.
    • An alert will pop up notifying you that your engagement has been deleted. If this was done in error, click Undo.

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  • Click on the Archive Icon to archive the engagement.

Restore Deleted Engagements

Deleted engagements can be restored from the Engagements Dashboard, or from a specific contact's profile. 

1. To restore deleted engagements from the engagements dashboard, click the options menu.

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Select Deleted Engagements from the dropdown menu.

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2. Click the checkbox in line with the applicable deleted engagement(s).

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3. Click Move to Active.

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4. To restore deleted engagements from a contact's profile, navigate to the engagements tab.

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5. At the bottom of the engagements modal, click Deleted.

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The deleted engagements modal will load.

6. Hover over a deleted engagement and click Move to Active.

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  • The engagement will be moved to the active engagements modal.
  • Scroll to the bottom and click Active to return to the active engagements modal.

Restore Archived Engagements

1. To restore archived engagements from the engagements dashboard, click the options menu.

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2. Click the checkbox in line with the applicable archived engagement(s).

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3. Click Move to Active.

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4. To restore archived engagements from a contact's profile, navigate to the engagements tab.

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5. Scroll to the bottom of the engagements modal and click Archived.

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The archived engagements modal will open.

6. Hover over an archived engagement and click Move to Active.

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  • The engagement will be moved to the active engagements modal. 
  • Scroll to the bottom and click Active to return to the active engagements modal.