Managing your lead list effectively is key to a successful outreach strategy. Sometimes you need to clear the clutter without permanently deleting your hard-earned data. That’s where Archiving comes in.
This guide will show you how to tuck leads away and, more importantly, how to bring them back when you're ready to reach out again.
There are two quick ways to archive leads depending on whether you are looking at your full list or a specific contact.
Method 1: From the Lead List
Select the checkbox next to the lead(s) you wish to archive.
Click on More actions at the top of the table.
Select Archive from the dropdown menu.
Method 2: From the Lead Profile
Click on a specific lead to open their information sidebar.
Click the three dots (...) in the top right corner of the profile.
Select Archive lead.
Archived leads aren't gone; they are just moved to a dedicated storage area. To find them:
Click on the Settings icon (gear icon) in your campaign view.
Select View Archived Leads.
Here, you will see a list of all leads you have archived.
Once you select a lead in the archive list, you can choose from three actions:
Restore: This moves the lead back to the original campaign they were archived from.
Move to Campaign: Allows you to transfer the lead directly into a different campaign.
Delete: Permanently removes the lead and all associated data from your account.
