Recording lost and inactive or lost and deceased contacts in Advantage Anywhere is easy. We recommend not deleting any contacts but instead marking them as lost/inactive contacts. Change to Lost/Inactive by changing the Category on the contact record. This will preserve the recorded notes and activities, any opportunities, past sales, or residency. All of this information is used to populate reports so deleting is not recommended. Simply change the category of the contact and record a note with Lost Reason Activity (traffic/activity in available for selection while taking a note). Watch this video to learn more about lost and inactive contacts (approx. 5 mins.)
Video: Lost and Inactive Contacts
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