When someone passes, you'll want to notate it both so that their Status is Deceased and have a Tag of Deceased. And if they're a client with policies, you'll update their policy status to Cancelled or Termed (or whatever specific policy status you desire). You never want to delete a record, so you need to keep them up to date.
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Why?
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1. The status option will help you in knowing where that person is in the process in how you 'work' your leads and clients. Another benefit is that if you sell LIFE insurance, you can track their deceased date for sending anniversary of passing cards. If you need to add a status, please go to SETTINGS> Status Options.
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2. Adding a Tag of Deceased will help you with workflows and mass emails. You can EXCLUDE people from those marketing campaigns by using the option of NOT TAGGED WITH= Deceased.
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3. When you move someone to a policy status of Cancelled or Termed, you can set that policy status to an INACTIVE (Do Not Include In Commissions) so commission projections stop generating for that policy.
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4. Do Not DELETE! You should always keep your deceased records for the required time per your industry. For example, if you sell Medicare or Health, you must keep records & call recordings for a minimum of 10 years. If you delete a record, they are gone. Plus, you may still work with their spouse or children and it's good to keep a reference point for all of your current interactions.