Archive or restore an account

Take a lead or customer out of active use from the account list, see your archived accounts, and bring one back with Restore.

In the sidebar, open Accounts, then All Accounts. The page addresses are /accounts, /leads and /customers. Archiving keeps the account's contacts, locations, documents and history; it only takes the account out of pickers and active lists.

Before you start

• To archive, your admin has to give your role the Archive accounts permission. Without it, Archive is not in the row's menu.
• To see archived accounts and bring one back, your role needs the Restore accounts permission. Without it, archived accounts are hidden from you entirely.

Steps

1. Find the account in the list (see Find leads and customers).
2. Open the menu at the end of its row and choose Archive.
3. The Archive account? dialog explains what happens. Depending on your organization's policy it may also ask for a reason; fill in what it asks for, then press Archive account.

Already on the account? Open the Actions menu (⋯); Archive account is the last item, in red, and opens the same dialog.

To restore an account:

1. Press Archived at the top of the list, next to List and Map. The list switches to archived accounts, newest first.
2. Press Restore at the end of the row. Restore this account? asks you to confirm (and, depending on your organization's policy, for a reason); press Restore account.

What you see

• After archiving, the account disappears from the active list and Nova shows a short confirmation naming the account.
• In the archived list, each row shows the date it was archived. View in the row menu opens the account so you can still read every tab on it. A banner at the top says it is archived; nothing on it can be changed except notes until it is restored. If your role can restore accounts, the banner has a Restore account button, and Restore account is also first in the Actions menu (⋯).
• After restoring, the account is back in All Accounts with the lifecycle status it had before.
• Press Archived again (or Show active accounts in its tooltip) to return to the active list.

If something looks different

• Archive is missing from the menu. Your role cannot archive accounts.
• Archived is missing from the top of the list. Your role cannot restore accounts, so archived accounts are not shown to you.
• You pressed Archived on All Leads or All Customers and the page moved to All Accounts. That is expected: the archived list always lives on All Accounts.
• No archived accounts. means nothing has been archived.