What do you do with leads you are done with for now, but still want to keep? You archive them.
Archiving changes a lead's Contact Type to Archived. The lead stays in your database, but is hidden from your everyday views: Archived leads are left out of Hot Leads and your dashboard counts, and they stop receiving alerts and notifications. You can always find them again and bring them back.
Why it matters: A clean lead list keeps your Work Lists, Hot Leads and metrics focused on people you can actually help, without losing the history of anyone you have worked with.
Archive Several Leads at Once
- Go to .
- Tick the box next to each lead you want to archive, or tick the box in the header to select every lead in the list.
- In the bar that appears, click Archive and confirm.
Archive a Single Lead
- Open the lead's Lead Dashboard.
- Click the Contact Type badge (for example New Lead) at the start of the status bar.
- In the Classification panel, click Archived. The change saves straight away.
Find an Archived Lead
On Lead Summary, choose Archived in the Contact filter. You can also search for the lead by name or email.
Bring a Lead Back
Open the lead, click the Archived badge in the status bar, and choose any other Contact Type, such as Prospect or Past Client. The lead is active again and appears in your normal views.
Note: Listing alerts and drip campaigns do not restart automatically when you bring a lead back. Check the Alerts and Campaigns pills on the Lead Dashboard and set them up again if needed.
Frequently Asked Questions
Can an archived lead still sign in?
Yes. When an archived lead signs in to your website, their Contact Type automatically changes back to New Lead so they show up for you again. Their previous alerts and campaigns do not resume automatically.
What is the difference between Archived, Bogus and Delete?
Use Archived for real people you are not working with right now. Use Bogus for fake or spam sign-ups. Both keep the lead on record and hide it from your everyday views. Delete removes the lead permanently and cannot be undone, so archive whenever you might want the lead later.