Deactivate or activate an account or contact

Can I do this task?

Instead of deleting an account or contact, you can deactivate it and still have an audit trail for your sales process. When an account or contact is deactivated, it cannot be edited, and relationships between the account or contact and other records cannot be created.

The only way to view a deactivated account or contact is to select Inactive Accounts or Inactive Contacts in the View list. If the representative of the account or the individual contact for the record you deactivated contacts you in the future, you have the option of reactivating the account or contact without re-entering all the data.

1. In the Navigation Pane, click Sales, and then click either Accounts or Contacts.
2. Select the account or contact you want to deactivate or activate.
3. On the Actions toolbar, click More Actions, and then click one of the following:
   • Deactivate

     - OR -

   • Activate
4. In the confirmation dialog box, click OK.

Note

When you deactivate a record, all relationships created while it was active continue to be available; however, you cannot create new relationships with a deactivated record.