Archive or restore a lead

In , when a lead A lead is a possible sale opportunity for a new or existing client. is marked as Lost it is no longer active, so it can be considered to have been archived.

Archiving a lead

To archive one or more leads:

1. In the Business menu, select Leads.
2. On the Lead Manager screen, make sure the All Leads > Active tile is selected.
3. Select the checkbox to the left of the name of each lead that you wish to archive.
4. Click Mark as Lost, and confirm.

Restoring a lead

All of your archived leads are listed in the All Leads > Lost tile. You can restore a lead by changing its State to Current.

To restore a lead:

1. In the Business menu, select Leads.
2. On the Lead Manager screen, make sure the All Leads > Lost tile is selected.
3. Drill down on the name of the lead that you wish to restore.
4. On the lead details screen, select Change Status > Change Status to Current and confirm.
   • The State of the lead is changed to Current.
   • The lead details screen is displayed.

Related tasks

• Create or edit a lead
• Add or edit a lead note manually
• Add an activity to a lead