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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
Verified 2026-07-29 on build beb3f3c
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, open All leads (heading All leads).
  2. Type into Search leads to narrow by name or contact.
  3. Use Stage filter, and Active / Archived toggles as needed.
  4. Sort with column headers such as Name, Created, or Last activity.
  5. Page with Previous and Next.
  6. Open a lead name to review it, or use Actions for … on a row to archive or restore without destroying the record.
  7. Return to Lead board or Recent leads when finished.

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 and set Active, then confirm location. If you archived the wrong lead, restore it from the Archived view.

  • CRM-002
  • CRM-003