Archive or close a lead

You can archive a lead using two methods, depending on where you access the record.

Archive a lead from the General Lead Information form

1. Go to Leads and select the appropriate lead in the Quick Select section.
2. Select Edit.
3. Select the Archived checkbox.
4. Select Save or Save & Close.

Archive a lead from the Leads page

1. Go to Leads.
2. In the Leads Stats section, select the record count in the Active Leads row.
3. Select Columns.
4. Select the Archive checkbox if it is not already selected, and select Apply.

5. In the leads list, select the checkbox in the Archive column for the lead to archive.

   Sage Construction Management saves the change automatically.