Note: markets cannot be deleted — only archived. Don't write or expect a "delete a market" option; it doesn't exist in the product, only archive/reactivate.
Hide a market your organization no longer uses (or bring a hidden one back), without losing its history.
Before you start
You need the Manage CRM Settings right. The market must already exist.
Steps
To archive an active market
- Go to Settings → Client Relations Manager → Markets & Fields, on the Active Markets sub-tab.
- Find the market's row and click the Archive icon.
- Confirm in the dialog: "Archive the market '{name}'? It will be hidden from leads, vendors and imports until reactivated. Markets are never deleted."
- Click Archive.
To bring an archived market back
- Switch to the Archived Markets sub-tab.
- Find the market's row and click the Reactivate icon.
- Confirm in the dialog: "Reactivate the market '{name}'? It will become available again for leads, vendors and imports."
- Click Reactivate.
What you'll see
An archived market disappears from the active-market pickers used when creating leads, adding vendors, or configuring imports — but its existing leads, vendors, and history are untouched. Reactivating restores it to full availability immediately.
Makala zinazohusiana
Baadhi ya viongozi wakijibu maswali yaliyo karibu.
How to Add a Market
Create a market — the top-level category leads, vendors, and products are organized under. See Markets Explained for what a market controls. Before you start You need the Manage CRM Settings right, and your organization…
Wafanyabiashara walieleza
Soko ni kikundi cha ngazi ya juu kila kiongozi, muuzaji, na bidhaa ni ya KamoUniverse. Wafanyabiashara na bidhaa ni wigo wa soko moja kila, na kila risasi ni filed chini ya soko moja. Kila soko lina uainishaji wa ngazi…
How to Connect a Market's Loan Origination System
Connect a Residential Mortgage market to an external Loan Origination System (LOS), so leads can flow through to it. Before you start The market must already exist, be classified Service → Residential Mortgage, and be…
How to Manage Saved Import Templates
Note: templates aren't created from this screen directly — they're created by saving a mapping at the end of the Import Leads wizard (see How to Import Leads from a CSV File). This screen is for managing and reusing…
How to Rename Your Status Labels
Note: this is a relabeling tool only. The 5 statuses and their sub-statuses are fixed by the product — you can't add, remove, or reorder them here, only change what they're called for your organization. See Status vs.…
Jinsi ya kuona Dashboard yako ya Analytics
Fungua analytics ya tovuti ya shirika lako na usome metrics za msingi za trafiki kwa tovuti iliyofuatiliwa. Kabla ya kuanza Lazima uwe katika shirika la ngazi ya juu - Analytics ni siri kabisa kwa ajili ya kuundwa…