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Introducing Archival: Your New Data Management Solution

  • Updated

Introduction

We are excited to announce the launch of our newest feature, Archive, designed to streamline your data management and enhance the efficiency of your CRM system. Archive is a permission-based feature that allows you to seamlessly archive data, ensuring that your production environment remains clutter-free and focused on nurturing the most relevant leads and opportunities.

 

What is an Archival?

Archive is a powerful tool that enables you to archive data from your CRM selectively. This includes leads, applications, opportunities, and payments associated with them. Doing so allows you to manage your active data more effectively and ensure that only the most pertinent information is at your fingertips.

Key Features of the Archival

  1. Permission-Based Archival: Archival ensures that only authorized personnel can archive data, maintaining the integrity and security of your information.

  2. Comprehensive Archival Process: When you archive a lead, all related applications, opportunities, and payments are archived. This ensures that all associated data is consistently managed and stored.

  3. Streamlined Data Management: By moving data that is no longer required for immediate nurturing out of your production environment, Archive helps you keep your system efficient and focused on active leads, applications, and opportunities.

  4. Future Access: Archived data is removed from your production system but is not lost. It is transferred to a dedicated archival system where it can be accessed in the future as needed. This provides a balance between decluttering your production system and retaining historical data for reference.

Benefits of Using Archival

  • Enhanced Performance: By reducing the volume of data in your production system, Archive helps improve the performance and speed of our CRM, making it easier for you to access and manage active data.

  • Better Focus: With non-essential data archived, your team can focus on nurturing the leads and opportunities that matter most, without the distraction of outdated or irrelevant information.

  • Secure Data Storage: Archived data is securely stored and can be retrieved when necessary, ensuring that you have access to historical information without it impacting your daily operations.

How to Use Archival?

Using Archival is straightforward and user-friendly. Only users with the appropriate permissions can initiate the archival process. To archive a lead and its associated data, simply follow these steps:

  1. Select the lead you wish to archive from the CRM.
  2. Choose the archive option from the menu.
  3. Confirm the archival, and the system will automatically move the lead and its related data to the archival system.

Conclusion

Archival is an innovative solution designed to optimize your data management processes. By allowing you to archive and securely store data that is not needed for immediate nurturing, Archive helps you maintain a focused and efficient production environment. We are confident that this new feature will significantly enhance your CRM experience and look forward to your feedback.