Bulk Archive Prospects

How to archive prospects in bulk?

If you want the prospects to be removed from the list of leads then they can be archived. You should have the correct permission for this:


Please Note: Clients can not be archived in bulk.
Follow the following steps to archive the prospects.
Step 1: Select Clients from the dashboard


Step 2: Select Prospects


Step 3: Select the Prospects from the list that you want to archive simply by clicking the check box.


Step 4: Select the Bulk Archive tab on the top left corner.


Step 5: Select the Accept tab.


Step 6: The archived prospects will now be listed in the Archive list


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