Confused about when to use Archive vs. Not in Portfolio? Not sure what happens at renewal?
In this live session, you’ll learn how the new statuses—In Portfolio, Not in Portfolio, Archived, and Expired—impact monitoring, alerts, and your overall portfolio strategy.
By the end of this session, you’ll be able to confidently manage your records and make smarter decisions about what stays active and what doesn’t.
👉 Save your spot and start managing your portfolio with confidence. Register Now: