What is Archive View?
Managing leads efficiently is essential for keeping your sales pipeline organized. In CRM As A Service, the Archive View allows you to access leads that have been archived, ensuring that no potential opportunity is lost.
Archiving leads helps declutter your active pipeline while preserving valuable data for future reference. Whether a lead is no longer relevant, has been put on hold, or needs to be revisited later, you can always find and restore it from the Archive View when needed.
How to Access Archive View
Finding your archived leads is simple. Follow these steps to navigate to the Archive View in CRM As A Service:
Open CRM As A Service within your Microsoft Teams workspace.
Navigate to the Leads Section in the main menu.
Click on Archived Leads or Archive View to display all previously archived leads.
Once in the Archive View, you can review details, track past interactions, and decide whether to restore leads to the active pipeline.
How to Unarchive a Lead
Need to bring an archived lead back into action? Unarchiving a lead is just as easy as archiving it. Follow these simple steps:
Access the Archive View as described above.
Locate the lead you want to unarchive using search or filters.
Click on the lead to open its details.
Select the Unarchive option—this may be a button or menu item depending on your CRM interface.
After you click it, the lead will be restored to your active leads list.
Once unarchived, the lead will be fully available in your sales pipeline, and your team can continue working on it without losing any historical data.
Conclusion
The Archive View in CRM As A Service ensures that no lead is ever permanently lost. By keeping your workspace organized while retaining access to important contacts, you can maintain an efficient and productive sales process. With the ability to search, and restore archived leads, your team can manage customer relationships more effectively and never miss out on future opportunities!
TeamsWork is a Microsoft Partner Network member, and their expertise lies in developing Productivity Apps that harness the power of the Microsoft Teams platform and its dynamic ecosystem. Their SaaS products, including CRM As A Service, Ticketing As A Service and Checklist As A Service, are highly acclaimed by users. Users love the user-friendly interface, seamless integration with Microsoft Teams, and affordable pricing plans. They take pride in developing innovative software solutions that enhance company productivity while being affordable for any budget.
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