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How to Archive a Lead, Assign an Archive Reason and view Archived Leads
How to Archive a Lead, Assign an Archive Reason and view Archived Leads
Maria avatar
Written by Maria
Updated over 2 months ago


How to Archive a Lead, Assign an Archive Reason and view Archived Leads

2. Contacts > Leads > 3 dots icon for the lead name

3. Click "Archive Lead"

4. Click plus icon in case you need to add a new reason for archiving

5. Add a reason > ok

6. Click the dropdown to select the reason for archiving

7. Click "Archive"

8. Click "Yes"

9. To find an archived lead - Click "Filter Options"

10. Click Archived status dropdown > Only Archived Leads

11. In case you need to make the archived Lead as Acitve - Click 3 dots > Un - Archive Lead


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