Streamlining Your Workflow: A Guide to Manual Archiving in Your CRM | Aesthetix CRM

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Streamlining Your Workflow: A Guide to Manual Archiving in Your CRM

Take control of your message organization by learning how to manually archive and unarchive messages in your CRM. This article provides clear instructions on how to efficiently manage your message archive, ensuring you maintain a clutter-free inbox while retaining access to important conversations. Whether you're tidying up your communication history or revisiting archived discussions, mastering manual archiving ensures you stay organized and focused on your CRM tasks.

1. Start by accessing your Inbox.

1 Click on the element.

2. Choose the message you want to focus on.

2 Click on "Create new message".

3. It's time to archive your chosen conversation.

3 Click on the element.

4. Feel free to unarchive the conversation if required.

4 Click on the element.

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