There may be times when a transaction does not result in a successful closing. In these circumstances, you still want to track this information. If you have a transaction that has ended while it's in the Prospects, Actives, or Pending zones, you'll want to Deactivate it. It will be tracked as a lost transaction. MoxiEngage will then use this information to provide insight into if you will achieve the goal you set for yourself this calendar year.

Included in this article
Deactivate a Transaction 
Deleting a Transaction

Deactivate a Transaction 

Log in to MoxiWorks and select Engage from the navigation bar

To locate a person in Engage you can search for their name in theFind People search box

Or select People from the top navigation menu and choose My People from the drop-down 

If using the Find People search box, type in your person's name and select their name from the options

If using the My People screen, search for their name in the top search box, or use the filters to narrow your results.  Then select your person by clicking on their name.

This brings you to the Profile Page for the selected person

Select the transaction from the left-hand side of the profile

Then, select the drop-down arrow in the center of the screen to access the Delete or Deactivate option

You can also access this button from the Details tab

 Select Deactivate

Your deactivated transaction will be visible in your contact's profile, your contact will be moved back to the Marketing zone automatically, and you will be able to review the details of this transaction at any time.

Deleting a Transaction

Deleting a transaction will permanently remove all records and related records from your contacts profile.  This information cannot be recovered once this action is taken.  It is recommended that Deleting a transaction only occur if you are creating transactions to:

• See how the system works and didn't want to keep that content
• Mistakenly added a transaction to the wrong person
• Added your transaction to more than one person and only need to track the details once

To delete a transaction, 

Log in to MoxiWorks and select Engage from the navigation bar

To locate a person in Engage you can search for their name in theFind People search box

Or select People from the top navigation menu and choose My People from the drop-down 

If using the Find People search box, type in your person's name and select their name from the options

If using the My People screen, search for their name in the top search box, or use the filters to narrow your results.  Then select your person by clicking on their name.

This brings you to the Profile Page for the selected person

Select the transaction from the left-hand side of the profile

Then, select the drop-down arrow in the center of the screen to access the Delete or Deactivate option

You can also access this button from the Details tab

Select Delete

You will get a second confirmation pop-up asking if you wish to delete. Select Delete

• Deleting and Deactivating Transactions.pdf400 KB