How to Archive Old Contacts
Keep your active CRM focused and clutter-free
Over time, your CRM fills up with contacts you no longer interact with. Archiving old contacts keeps your daily view focused on active relationships while preserving historical data for future reference.
Before You Start
- NexaLink CRM account
- Contact list with older contacts
Step-by-Step Guide
Identify Inactive Contacts
Use the activity filter to find contacts with no interaction in the last 6-12 months.
Review Before Archiving
Scan the list for anyone you want to keep active and remove them from the selection.
Select and Archive
Select the contacts to archive and tap Archive. They will be moved to the archive folder.
Set Up Auto-Archive Rules
Configure automatic archiving for contacts with no activity after a set period.
Restore When Needed
Archived contacts can be restored at any time by finding them in the archive and tapping Restore.
Why This Matters
AI Follow-up Suggestions
Get smart reminders on who to contact and when.
Relationship Scoring
See which connections need attention at a glance.
Context Recall
Never forget where you met someone or what you discussed.
Network Analytics
Weekly insights on your network health.
Pro Tips
Expert advice to get the most out of this workflow
Related Features
Smart follow-up suggestions
Track connection strength
Remember every conversation
Track where you met contacts
Network health reports
Auto-fill contact details
Frequently Asked Questions
How does relationship scoring work?
Our AI analyzes interaction frequency and engagement to score each relationship.
Will it remind me to follow up?
Yes! Smart suggestions based on relationship score and time since last contact.
Does it sync with other NexaLink apps?
Yes! Scanner and Digital Card contacts sync automatically.
Ready to Try It?
Follow this guide and archive old contacts in just 10 minutes.
