How Do I Archive a Lead on the Mobile App?
Need to archive a Lead, but you’re not at your desk? No problem - Simply head to the Leads tab within the mobile app!
- Head to the Leads tab, and select the lead that needs to be Archived.
- Scroll to the bottom of the Lead and select 'Archive Lead'.
- From here you will be required to select an Archive Reason. You can also enter an optional Archive Note!
- Select 'Archive' in the upper right-hand corner to Save.
- Now you can view the Lead from the Archived Leads tab!