Make Companies Active or Inactive

  1. Click Contact Management icon on the left menu.
  2. Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
  3. Enter some text to filter the active companies list.
  4. Click the Company record to review their profile.
  5. Click Edit.
  6. Select or clear the Active checkbox to change the status.
  7. Click the Save and Close or Save and New button at the bottom.