Archived

Archiving a lead hides it from the Grid View and the Kanban board, allowing you to focus on active leads while still retaining access to archived ones if needed.

Recovering Archived Leads

To recover archived leads, follow the steps below based on your selected view:

In Kanban View

1. Expand the CRM section in the sidebar and select Leads.
2. Click on Filters in the top bar.
3. In the filters pane, select Archived and enter Yes in the input field below it.
4. Open the desired lead in edit mode and select No from the Archived dropdown list.

In Grid View

1. Select Archived Only from the top header bar to load archived leads.
2. Scroll to the right until you see the Archived column.
3. Click on the Edit icon in the Archived column and select No from the dropdown list.
4. Alternatively, click on the Pencil icon at the start of the row to open the lead in edit mode, then select No from the Archived dropdown list.

Note: A lead is automatically archived when a deal is created for it.