1.7 - How to inactivate Account/Contact | Scribe

    1.7 - How to inactivate Account/Contact

    • Kiran Durrani |
    • 0 step |
    • 47 seconds
    To inactivate an **Account**, open the Account card and Click "Edit Inactive"
    Check the box in the "Inactive" field.
    Click "Save"
    Try to add the Account to a Campaign. Click "Campaigns"
    Choose a Campaign
    Click "Add Contacts"
    Type in the Account name
    Add a contact that is related to the Account
    Click "Next"
    Click "Submit"
    Inactive Accounts will generate in an error message stating: "We couldn't add members to your campaign."
    To inactivate a **Contact**, on the Account-card, click "Related" and open the contact card.
    Choose the Contact you want to edit
    Check the box in the "Email Opt Out" field.
    And/Or check the the "Do Not Call" field.
    Click "Save"
    Try to add the contact to a campaign, Click "Add to Campaign"
    Choose a Campaign
    Click "Next"
    Click "Save"
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