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How to archive, view leads and restore leads

This step-by-step guide will walk you through the process of archieve, view and restore leads

Updated this week

⚠️ This functionality is only available on Choco Web

How to Archive Lead

  1. Go to the Sales tab.

  2. Search the lead and click it.

  3. A pop-up window will appear on the right side.

  4. Click Archive Lead and confirm.


How to view leads archived

  1. Go to the Sales tab.

  2. Click Show Archive on the right side.

    • You'll see the list of all archived leads.


How to restore a lead

  1. Go to the Sales tab.

  2. Click Show Archive and search for the lead you want to restore.

  3. Click the lead.

  4. A pop-up window will appear on the right side, click Restore lead.

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