Using Your Archived Leads Table

Using Your Archived Leads Table

The Archived page in the CRM Leads Inbox is where you can store lead information for leads who are not quite ready to become customers. Archiving leads lets you retain lead information, while not overcrowding your Leads table with inactive leads. 

You may restore an archived lead at any time to move them back to your main Leads table.

 

Archived leads table

Click on Archived on the left hand menu to view your archived leads. Filter your archived leads or search for an archived lead using the search bar. 

Screen_Shot_2022-09-30_at_9.02.48_AM.png

 

Restore an archived lead

You can restore an archived lead from the Archived Leads table by:

  • Hovering over the lead and clicking the “Restore” icon.
    Screen_Shot_2022-09-30_at_9.05.49_AM.png
  • By using the overflow menu next to a lead. 
    Screen_Shot_2022-09-30_at_9.07.02_AM.png
  • On the individual lead profile.
    Screen_Shot_2022-09-30_at_9.16.35_AM.png
  • Or, use the overflow menu next to a lead to restore, delete, or export that lead. 
    Screen_Shot_2022-09-30_at_9.17.38_AM.png



    • Related Articles

    • Save, Archive, and Restore Your Leads in the CRM Leads Inbox

      The CRM Leads Inbox is where you can store your business’s leads from Marketing 360® Forms, Call Tracking Numbers and Google Local Services Ads. There are many actions you can take on a lead based on their lead quality, where they are in your sales ...

    • CRM Leads Inbox Overview

      The Leads Inbox is where you can view new leads, manage your leads, and nurture leads as they move through your sales funnel. The Leads Inbox is useful for companies that have a longer selling cycle, or who simply want a designated space to manage ...

    • Manage CRM Leads in the Leads Inbox

      The Leads Inbox is where you can view new leads, manage your leads, and nurture leads as they move through your sales funnel. The Leads Inbox is useful for companies that have a longer selling cycle, or who simply want a designated space to manage ...

    • Manage Your Marketing 360® Forms Through Your Leads Inbox

      The Leads Inbox is where you can customize your form’s Submission Rules and Field Mapping settings. Setting up Form Field Mapping allows you to map Form fields to specific fields in your CRM. This lets you easily create new CRM Leads and Contacts ...

    • Viewing a Lead's Profile

      The Leads page displays all your leads in one place, but the rest of the lead's details can be found in their individual lead profile page. From the Leads page, click on a lead’s name to view their full profile. The lead profile is where you can view ...