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Find and archive leads

Use recent or complete lead tables and archive or restore a lead. Search and status filters retain context and archived leads leave the active pipeline…

Status
Draft, not yet re-verified
Who can do this
Organization owners, Managers, Staff
Required access
members.change
Where in PositiveForm
/leads/all
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Who this is for

This guide is for staff searching the full lead table and archiving or restoring leads without deleting history.

Before you begin

  • Prefer the Lead board for day-to-day work; use All leads when you need search across stages.

Steps

  1. From Leads, click All leads (heading All leads, described as every lead ever recorded, newest first). Recent leads at /leads/recent is the same table ordered by most recent activity.
  2. Type into Search leads to narrow by name, email, phone, or message.
  3. Switch between the Active and Archived views, and narrow with the Stage filter (All lifecycle stages, Inquiry, Trial, Enrolled, Ended).
  4. Sort with the Name, Last activity, and Created column headers. The other columns are display only.
  5. Page with Previous and Next.
  6. Open a lead name to review it, or use Actions for … on a row for Open, Archive, or Unarchive. Archiving asks to confirm and keeps the lead's stage and full history.
  7. Use Lead board to return to the working board, or the link beside it to swap between All leads and Recent leads.

Expected outcome

Search and status filters keep context. Archived leads leave the active pipeline without deleting history.

Screenshots

All leads table with search, stage filter, and actions
All leads table with search, stage filter, and actions

Recovery

If results look empty, clear Search leads, set the Stage filter to All lifecycle stages, select the Active view, and confirm the sidebar location. If you archived the wrong lead, open the Archived view and choose Unarchive from its row actions. Archiving never deletes the record.

  • CRM-002
  • CRM-003