Oracle CRM On Demand Connected Mobile Sales Administration Guide > Using Oracle CRM On Demand Connected Mobile Sales > Working with Leads >

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. To archive a lead use the following procedure.

NOTE:  To perform this procedure, your user role must include the Archive Lead privilege.

To archive leads

  1. In Oracle CRM On Demand Connected Mobile Sales, display the detail page for a lead.
  2. Tap the menu icon (lll).
  3. Choose Archive.

    The lead Status field changes to Archived.

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