How to archive a custom activity on Close.com
Here is how to archive a custom activity on close.com
- First click on "Settings" in the left sidebar
- Then click on "Custom Activities" in the settings navigation menu
- Next click on the archive button for the custom activity you want to delete
- Finally click on "Archive" button in the confirmation dialog
Why should you archive a custom activity on Close.com
Close.com is a robust CRM platform dedicated to optimizing sales productivity and efficiency.
Archiving a custom activity on Close.com is a seamless way to maintain a clutter-free workspace. By organizing completed tasks, users ensure that their dashboards remain focused and precise, highlighting only the active priorities.
Utilizing this feature boosts productivity by allowing sales teams to quickly access pertinent information, ultimately enhancing decision-making and fostering healthier client relationships.
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