Archiving a lead or deal card simply removes the card from the dashboard view. You can still locate and re-activate an archived card to perform further actions on. Archiving a lead or deal does not cancel out any ongoing workflows remaining on the card. It also doesn't cancel or complete any remaining tasks on the card.
Contents
Prerequisites
Video walkthrough
Opening the List View
Activating an archived card
Related articles
Prerequisites
None.
Video walkthrough
Opening the List View
In this example, we're locating a list of our archived leads. Follow the same steps for the other boards.
Open the Leads Dashboard
2. Go to the top right corner of the page and click the View as list icon.
BrokerEngine displays all the active cards for that board. In this example, we see active leads.
Click the toggle Active toggle at the top of the page to change the display and show archived cards.
Use the column arrows to sort table rows.
Enter a name on the search bar to find a specific card.
Activating an archived card
Move a card from the archive to active status.
Double-click a name to open the lead card in full view mode.
Click the Three Dot icon
Select Activate Card in the drop-down menu.
Click Activate in the confirmation popup.
Optionally, scroll up within the archived deal and click here in the banner.
The card is now reactivated and will be visible on the dashboard.