Archived Leads & Deleted Leads Management

Organize inactive records, improve CRM performance, and keep your active lead database clean.

Available in

Overview

Archived Leads and Deleted Leads help organizations manage large volumes of data efficiently while improving mobile synchronization performance. Both archived and deleted records are excluded from mobile app sync.

Lead Lifecycle

Status Description
Active Visible throughout the application and included in mobile sync.
Archived Retained indefinitely, excluded from mobile sync, can be restored.
Deleted Retained for 45 days, excluded from mobile sync, can be restored or permanently deleted.
Hard Deleted Permanently removed from the database and cannot be restored.

How to Archive Leads

  • Web App → Leads & Customers → All Leads & Customers → Select records → Archive Leads
  • Archived records move to Settings → Data Management → Archived Leads & Customers

How to Delete Leads

  • Bulk delete from All Leads & Customers
  • Delete from an individual lead record
  • Delete from Android and iOS apps using bulk selection
  • Deleted records move to Settings → Data Management → Deleted Leads & Customers

Features

Archived Leads
  • Available for lifetime
  • Can be unarchived
  • Excluded from mobile sync
Deleted Leads
  • Retained for 45 days
  • Can be restored
  • Excluded from mobile sync

Audit Trail & Permissions

Audit Trail: All Archive, Unarchive, Delete, Restore, and Permanent Delete actions are logged with user and timestamp information for complete traceability.

Permissions: Only Account Owner and Manager roles can access Archived Leads and Deleted Leads management features.

Benefits

  • Reduced mobile sync load
  • Improved application performance
  • Cleaner active lead database
  • Better scalability for large CRM accounts
  • Safe retention of historical records

Frequently Asked Questions

Yes, at any time.

Yes, within 45 days.

No.

Related Articles

Stagnant Leads Management

Unattended Leads Management

Need Help? Assistance?

Contact Us