Overview

Data Archival helps streamline CRM data management by allowing users to archive outdated or less relevant records efficiently.

• Permission-Based Archiving: Control who can archive data to maintain security.

• Decluttered Environment: Keeps the production system focused on active leads and opportunities.

• Improved Efficiency: Enhances system performance by reducing unnecessary data load.

This ensures a well-organized and optimized CRM for better lead and opportunity management.

What is Archival?

Archival allows you to selectively archive data from your CRM, ensuring only essential information remains in your active workspace. When you archive a lead, the following associated data is also archived:

• Leads

• Applications

• Opportunities

• Payments

This ensures consistent and structured data management.

Key Features of Archival

1. Permission-Based Access

1. Only authorized users with the required permissions can archive data, ensuring data security and integrity.

2. Comprehensive Archival Process

1. When a lead is archived, all related data (applications, opportunities, payments) automatically moves to the archival system.

3. Streamlined Data Management

1. Archival helps maintain a decluttered CRM by removing inactive data while keeping active leads and opportunities easily accessible.

4. Future Access to Archived Data

1. Archived data is not deleted—it is securely stored in the Archival System, allowing retrieval whenever needed.

Benefits of Using Archival

1. Improved CRM Performance – Reduces database load, improving speed and efficiency.
   
2. ​Better Lead Focus – Helps your team concentrate on active leads without distractions.
   
3. ​Secure Data Storage – Ensures archived data remains safe and retrievable.
   

How to Use Archival?

Users with the required permissions can archive data in a few simple steps:

1. Select a Lead – Navigate to the lead you want to archive in Meritto CRM.

2. Choose Archive Option – Click on the Archive button from the menu.

3. Confirm the Archival – The system will automatically move the lead and all its related data to the Archival System.

Conclusion

Archival is a powerful tool that simplifies CRM data management by keeping your workspace clutter-free and optimized for active leads. By securely storing outdated data while ensuring easy retrieval when needed, it enhances system performance, improves efficiency, and strengthens data security. With Archival, you can maintain a well-structured CRM that enables your team to focus on what truly matters—engaging with the right leads at the right time. Start using Archival today and experience a more streamlined and efficient way to manage your data!