How to Archive a Client Individually
Once logged in to your Elevate CRM, look on the left side of your screen in the navigation panel for Contacts/Leads as seen below:
After searching or navigating through the results, click the Lead or Contact you want to Archive:
When the leads page pulls up, navigate down the page to find the Archive button.
Once you Archive the lead or contact, you will receive a notification at the top of the page that the user has successfully been archived. They will no longer receive a Morning Report as well.
How to Archive Clients in Bulk
You can also Archive a lead or contact using the Bulk Action feature. After searching or navigating through the results, select the check boxes next to the Leads or Contacts you want to Archive.
Once selected, navigate to the bottom of the screen to Apply Action to the leads or contacts selected or Apply Action to All.
When you're at the Apply Bulk Action panel, click the Change Status menu. Then, select Archived from the menu options and click the Save Status button.