How to Archive a Valuation/Lead

If you have reached out to a potential seller and come to the conclusion they will not be selling their home anytime soon and they do not want to receive a Monthly Report, you may want to archive the lead. 

1.  From the My Leads dashboard, select “Archive” under the Actions column of the lead you would like to archive. You will get a confirmation box making sure that you want to archive this lead before completing the action:


2.  This lead will then move to the Archived Valuations tab. If the client becomes a warm lead again or this was done in error, you can unarchive the lead by selecting “Unarchive”:


How to: Archive a Valuation Attempt / Lead - 1-Pager
(Click here to download)


Was this article helpful?
2 out of 2 found this helpful



Please sign in to leave a comment.