Save, Archive, and Restore Your Leads in the CRM Leads Inbox
The CRM Leads Inbox is where you can store your business’s leads from Marketing 360® Forms, Call Tracking Numbers and Google Local Services Ads.
There are many actions you can take on a lead based on their lead quality, where they are in your sales funnel, and more. In this guide, we’ll go over how to save a lead as a contact, archive a lead, restore an archived lead, and delete a lead.
Save a Lead as a CRM Contact
You may choose to save a lead as a contact when they become a paying customer, or when you have vetted them and decided that they are a qualified lead. The way your business decides to use the Leads Inbox is up to you!
You may save a lead as a contact in one of two ways:
- By selecting the Overflow menu next to their name on your Leads table:
- By clicking the Add as Contact button on their Lead profile:
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By clicking the Action Toolbar on their Lead Profile
Archive A Lead
Archiving a lead removes that lead from your main Leads table, and adds them to your Archived leads table. Archiving a lead is useful for when you want to save a Lead’s information, but not have them in your main Leads table.
For example, if a lead has gone cold, you may archive them to save their details in case they come back later.
You can archive a lead in multiple ways:
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By hovering over their name on your Leads inbox, and clicking on the Trash icon:
- By clicking the Archive button on their Lead profile:
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By clicking the Action Toolbar on their Lead Profile
Restore an Archived Lead
You may choose to restore an Archived lead if they end up reaching back out to your business after they have gone cold.
To restore an Archived lead and put them back into your Lead’s table, simply do the following.
- Navigate to the Archived page.
- Click on the Restore button next to the lead you would like to restore:
You may also click on the overflow menu next to the Lead’s name:
Delete a lead
If you would like to delete a lead from your leads inbox, you may do so using the overflow menu next to their name. Keep in mind that deleting a lead will permanently remove that lead’s information, and you will be unable to restore it.
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