Archiving a lead
All of your leads A lead is a possible sale opportunity for a prospective client (a prospect) or an existing client. are listed in the Lead Manager Archive tab. You don't need to do anything to archive a lead.
Restoring a lead
All of your leads are listed in the Archive tab. You can restore a lead by changing its State to Current.
To make a lead current:
- In the Business menu, select Leads.
- On the Lead Manager screen, make sure the Archive tab is selected.
- Drill down on the date of the lead that you wish to make current.
- On the lead information screen, select Options > Change status to Current and confirm.
- The State of the lead is changed to Current.
- The lead information screen is displayed.