Archive, restore, and delete contacts
Archive contacts to clear your active list without losing records, then restore or delete them when you're ready.
Not every contact is an active lead. Archiving keeps a contact's full history on file while pulling it out of your active list, and you can restore it anytime.
Archive vs. delete
These two actions are easy to confuse, so it helps to know what each one does before you click.
- Archive moves a contact into the Archived view. It stays in your Contacts for your records but is no longer treated like an active lead — it drops out of your active count and most lists. Archiving is fully reversible.
- Delete removes a contact from your day-to-day views entirely. It's a soft delete, so the record leaves your active and archived lists rather than being erased on the spot.
Reach for Archive when a lead goes cold but you want to keep the history. Choose Delete only for duplicates or records you're sure you no longer need.
Find your archived contacts
Archived contacts live behind their own tab so they never clutter your working list.
Open Contacts
Head to Contacts. The header shows a count of your active contacts — archived records are not included in that number.
Switch to the Archived view
In the stage bar that runs across the top of the list, click the Archived chip on the far right (after the divider). The list reloads as Archived contacts, with a badge showing how many you have.
Open a record
Click any archived contact to open it. A banner at the top reads This contact is archived — "It stays here for your records, but it will not be treated like an active lead."
Restore an archived contact
When a lead warms back up, bring it back to your active list in one click.
Open the archived contact
From the Archived view in Contacts, open the record you want back.
Click Unarchive contact
In the archived banner at the top of the record, click Unarchive contact. The page refreshes and the contact returns to your active list and counts.
How archiving affects SAMI
Archiving a contact stops any active automation so SAMI doesn't keep reaching out to someone you've set aside.
When you archive a contact, SAMI ends its current enrollment for that person: scheduled steps and any pending calls from your SAMI Bots and workflows are cancelled, and the contact's bot and workflow assignments are cleared. The timeline logs a SAMI stopped entry noting that outreach ended because the contact was archived.
Unarchiving a contact does not automatically re-enroll it in SAMI. If you want automated outreach to resume, re-enroll the contact from its record or a workflow after you restore it.
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Last updated 2026-06-21