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 from the list.
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. Select Columns.
3. Select the Archive checkbox if it is not already selected, and select Apply.

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

   Sage Construction Management saves the change automatically.