Configuring Your Account To Auto-Archive Events

When an Event is over, you can archive the Event to save all the Event information in case you need to refer to it later on. Archiving an Event also ensures all the information for past Events can be included in Reports (such as Reports involving invoicing, payments, lead tracking, etc.).

Also, when you archive an Event, it will no longer count against the maximum number of Events you are permitted to have in your account with regard to your subscription package.

Besides being able to manually archive events, you can configure your account to auto-archive events a certain number of days after the final event date. You may want to use this setting if you manage many events in your account or if you simply want your recently ended events archived promptly.

To Configure Auto-Archiving of Events in Your Account:

1. Click on your name in the top left corner and select the "Settings" option.
2. Under the "Application" heading, click on the "Auto-Archiving Events & Closing Leads".
3. Click on the "Edit" icon in the first Panel and make your selections.
4. Click "Save" when you are finished.