Print      Open PDF Version of Online Help

Previous Topic

Next Topic

Archiving Leads

Instead of qualifying a lead, you can specify that it is not worth pursuing and remove it from the assessment process. Archiving a lead does not delete it, but retains the lead in the database with a status of Archived.

Before you begin. To perform this procedure, your user role must include the Archive Leads privilege.

To archive a lead

  1. Select the lead you want to archive.

    For instructions on selecting leads, see Finding Records.

  2. On the Lead Detail page, click Archive.

    The lead Status field changes to Archived.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.