Archiving vs deleting

Keep your history without cluttering your workspace

As you use Allyos, some records will naturally go cold. A lead might go unresponsive, or an onboarding project might wrap up. Your first instinct might be to delete those records to keep your active views clean. However, deleting a record permanently destroys all of its valuable history, past emails, meeting notes, and context that could be incredibly useful if that person ever reaches back out.

Instead of deleting, you should archive them. Since Allyos is completely customizable, you can build a simple archiving workflow in seconds using your existing columns and filters.

1Create a Status column
If you haven't already, add a Select column to your object called Status. Give it options that match your real-world workflow, such as Active, Lead, and Archived (or Lost or Churned).
2Update stale records
When a contact or company goes cold, don't hit delete. Simply change their Status column to Archived. All of their data, notes, and conversation history remain perfectly intact.
3Filter them out of your daily view
Go to your main day-to-day Views (like your Active Clients table or Pipeline). Set a filter so that the View only shows records where the Status is not Archived.

Just like that, the cold record instantly disappears from your daily workflow, keeping your screen clean. But because you didn't delete it, you can still search for them globally, and if they ever send you a new message, their full history will be waiting right there for you.

Only delete a record if it was created by mistake or is a genuine duplicate. If it contains real historical interactions, update its status and filter it out instead.

Next: get your CSV formatting right before data enters the CRM.

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