Archive, bulk actions and export

The Clients list lets you act on many records at once, put away the ones you no longer work, and take the list you are looking at into a spreadsheet.

Select records

Each row on Clients has a tick box at its left. Tick the ones you want, or tick the box in the header to pick every row on the page. On a phone, use Select all above the list.

As soon as one row is ticked, a bar appears at the bottom of the screen showing how many are selected, with these actions:

• Assign owner (Admins only): hand the clients to a teammate. Like a handover, the previous owner's open tasks and open deals on those clients move with them, and the new owner gets one notification for the whole batch.
• Set status: lead stages apply to leads; Active and Dormant apply to everything else. A record whose kind does not fit the status is skipped.
• Add tag: adds one tag to every selected record. Records that already have it, or already have 12 tags, are skipped.
• Set follow-up: pick Tomorrow, In 3 days, Next week, In 2 weeks or a day. Each client gets one follow-up on that day, for its owner (or for you when it has none). It shows on Agenda and in the morning brief.
• Archive: see below.
• Export selected: a CSV file of the ticked rows (up to 200 at a time).

When an action finishes, the bar says what happened, for example Done for 28 · 2 skipped (archived). Every change is recorded in the record's activity.

Archive a client

Archiving is for a client, lead or partner you no longer work: a closed account, a lead that went nowhere, a duplicate you would rather keep out of sight. Tick it, press Archive in the bar, then Yes, archive.

An archived record:

• leaves your lists, Home, Agenda, the morning brief, search and Ask AI;
• is skipped by automations and left out of the "active" numbers in Analytics;
• keeps everything: its conversations, memory, deals, notes and open tasks stay exactly as they were. Its open tasks come back when you restore it.

Nothing is deleted. Messages from an archived client still reach your Inbox.

An Admin can archive any record; anyone else can archive the clients they own.

Restore

More (⋯) › Archived on Clients lists every archived record with the day it was archived. Press Restore to bring one back. An archived record's own page still opens, with a banner at the top and the same Restore button.

Export this list

More (⋯) › Export this list downloads a CSV of exactly what the list shows: the tab, the plain-English filter, the quick filters, the owner, your field filters, the sort and any extra columns. On Deals, Export downloads the board you are looking at.

Anyone on the team can export a list they can see, including view-only members. The file holds the list's columns only (name, kind, tier, owner, status, last contact, score, industry, region, tags), never message text. Each export is recorded with how many rows it held.