Deactivate a Contact

You deactivate a contact when they leave an organization. This removes them from all records that they are associated with, and the contact cannot be added to any further records.

To deactivate a contact:

  1. Navigate to the contact record.
    For information, see Searching for Contacts.
  2. On the contact record, click .
  3. On the Edit Contact window, click in the Left On field.
  4. In the date picker, select the date when the contact left the organization.
  5. Click Save.