Archive a lead

• Director
• Admin
• Needs: CRM
• Desktop
• Phone
• Draft

If you don't see this

• It needs the CRM permission. A director grants it under Manage School → Staff → Permissions.

Archiving takes a lead out of Hot Leads and your active counts. The lead and its history stay in Asilo, and you can restore it later.

Before you start

• Finish Open a lead's details first.

Steps

1. Open the lead's Lead Information sheet and tap More actions (top right).
2. Tap Archive Child.

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   The More actions menu on Lead Information

3. Check the warning. For a lead it reads "This will archive" the child "as a lead."
4. Under Why is this lead being archived?, pick a reason: Changed mind, Chose another school, Moved / Relocated, Cost, No response, No availability, Not ready yet, Not a fit, Duplicate child or Other.

   Screenshot coming soon02 · /crm

   The Archive Child sheet for a lead

5. Add a note if you like. A note is required when you pick Other.
6. Tap Archive Child.

Tips

• The same Archive Child option is on the child's Enrollment CRM card and in the Communication Log menu.

Troubleshooting

• The warning says the child will be unenrolled today. This child is enrolled, not a lead. Archiving unenrolls them. Tap Cancel if that's not what you want.