Remove Active Client Status

Removing an Active Client is like removing money from your wallet, we understand! However, we've made it simple and quick so you can get onto growing more promising Active Clients.

tip

If you want to archive an Active Client instead of just removing the "Active Client" status, the Archive option is available when editing the Active Client from the Contacts page (not the Active Clients page).

1. In the sidebar, click on Active Clients
2. Select the Active Client you wish to remove
3. Click the Edit button
4. In the bottom left of the panel, select Convert to Client
5. Click Save

This Active Client is now converted back to a regular Client, all your Activity Events and any other information is kept as-is. Nothing is deleted!