Archive (aka Close) Lead

Method 1: Update Archived Status in Lead Details Form

1. Click the Lead icon on the left menu.
2. Select the lead to be closed.
3. Click the Edit button.
4. Check the Archived checkbox.
5. Click the Save button.

Method 2: Update Archived Status in Leads Listing

1. With no lead selected, click the Leads icon on the left.
2. Click the record count link for Active Leads.
3. Click Columns.
4. Check the Archive checkbox.
5. Click the Apply button.
6. Navigate to a Lead that needs to be archived.
7. Click the Archive checkbox. The system will auto save the status.