Archive a Customer

In order to archive a Customer, please check if the Customer is not linked to Draft, Pending or Active Deal. If so, the Deal should be archived first.

You won't be able to archive the Customer that is linked to Draft, Pending or Active Deal.

Learn more about how to archive a Deal

When ready, go to the Companies tab and click the three dots icon next to the Customer you would like to archive.

In More actions section click "Archive" button and then confirm the archive.

Once archived, you won't be able to link it to any Deal or fund their Instruments.