Archive a lead, and get it back
Move a finished lead out of the way without losing it — everything you wrote stays on the lead, and one menu item brings it back.
A phone showing the leads board. A lead’s menu is opened and Move to Archived Leads is chosen; the card slides away and the count drops. The app menu opens on Archived Leads, which lists the lead, and its own menu moves it back to Active Leads.
Leads...SummaryCategoriesArchived Leads...SummaryCategoriesJordan Mitchell
SUVFinance2026-09-16Kevin Walsh
2026-09-02Sofia Alvarez
2026-08-28Ben Carter
2026-08-21Grace Nguyen
2026-08-19Omar Haddad
2026-08-14Lucas Martin
2026-08-09Emily Tremblay
2026-07-29A sold car, a lead who bought elsewhere, a number that never answers. Archiving takes them out of your working list and keeps every word you wrote about them.
Steps
Archive it from the lead’s menu
Tap the lead’s three dots and choose Move to Archived Leads. It leaves the list straight away.
Open the app menu
Tap the menu button at the top left. Your three lists are there with a count on each, and the archived one has just gone up by one.
Open Archived Leads
Tap Archived Leads. The lead is sitting at the top, exactly as you left it.
Bring it back when you need it
Tap its three dots and choose Move to Active Leads. It leaves the archive and rejoins the list you are working.
Good to know
Related guides
- Sort your leads with lists and categories
Lead Manager gives you three lists and as many categories as you want to name, so a busy list turns into a board you can read at a glance.
- Select several leads at once
Press and hold to start picking leads, then file, export, email or delete the whole lot of them in one go.
- The lead’s page, and writing a note
Open a lead to see everything you know about them in one place, and leave a note so the next person — including you next week — knows where the deal stands.
Still stuck? Email info@leadmanager.ca. We aim to reply within one business day.
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