Leads are potential students who have expressed interest in your services by submitting Lead Forms through various channels, such as your website, Facebook campaigns, or QR code scans. These individuals may require assistance immediately or consider engaging with your services in the future. Archiving leads helps maintain an organized and efficient lead management system. Some key reasons to archive a lead include:
Unresponsive Leads – The person has not responded despite multiple follow-up attempts.
Disqualified Leads – The enquiry does not meet the criteria for your services.
Duplicate Entries – The same enquiry has been recorded multiple times.
Converted Leads – The person has successfully enrolled or no longer requires further communication.
Invalid Information – The lead contains false or incorrect details.
Opted Out – The person has requested to stop receiving communication.
Service No Longer Required – The person is no longer interested or has chosen another provider.
If you want to remove these leads from your list, you can delete them in bulk. Make sure you have the necessary permissions to perform this action.
Note: Leads must be archived first before deletion. To learn how to archive enquiries, follow the link: https://support.agentcis.com/en/articles/332-bulk-archive-leads
Follow the following steps to delete enquiries:
Step 1: Select the Archived tab.
Step 2: Select the Archived from the list which you want to delete simply by clicking the check box.
Note: The initial list will only show 10 rows of data by default. You can change this by selecting Rows per page according to your requirements. The max rows per page is 50.
If you want to select all the leads then click on the “Select all contacts in archived” option.
Step 3: Select the Bulk Delete tab on the top right corner.
Step 4: Type “DELETE” on the box and click on confirm.
