How to Archive an Existing Company? 

How to Archive an Existing Company? 

 
ConvertLead > Left-Hand Menu > Companies 

  1. Follow the above-mentioned workflow to land on the Companies tab. 

  1. For a company you want to delete, click the icon from that company’s row. 

 

Figure 51 Three-Dot Icon 

  1. From the couple of options revealed, click Archive. 

 

Figure 52 Archive 

  1. This opens a confirmation popup asking you to confirm that you want to move the selected company to the Archived section. 

  1. Clicking from this popup moves the selected company to the Archived list. 

 

Figure 53 Confirmation Popup