Archive and Unarchive an Applicant Lead

If a applicant lead is not qualified, or they stop responding, it may be time to archive their information.

To archive a lead:

1. In the Table view, select the filing cabinet option under actions to archive the lead. 

      

2. Select Yes, Archive.

3. In the Dashboard view,  select the three dots in the lead's box then select the filing cabinet option to archive. 

4. Select the same Yes, Archive option to archive. 

To Unarchive a lead:

1. In the Table view, Select Archived in the drop down filer options. 

 

2. Select the drawer icon to the right of the applicant under actions called Unarchive Applicant. 

 

3. Select Yes, Unarchive.

4. The lead will now be listed under the Active list. 

5. In the Dashboard view, select Archived filter dropdown. 

 

6. Select the three dots to the in the lead's box and select the drawer option to Unarchive Applicant. 

 

7. Select Yes, Unarchive to complete. 

8. Select the filter again and choose Active and you will see that newly active applicant. 

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