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 (three horizontal dots on iOS and three vertical dots on Android).

3. Choose Archive.

   The lead Status field changes to Archived.