How to Archive an Agent Profile? 

How to Archive an Agent Profile? 

ConvertLead > Left-Hand Menu > Agents 

  1. Follow the above-mentioned workflow to land on the Agents screen. 

  1. For an agent profile you want to archive, click the icon. 


Figure 107 Three-Dot Icon 

  1. Doing so reveals a list of options. From these options, click Archive. 


Figure 108 Archive 

  1. This displays a confirmation popup so that you can confirm your decision. 

  1. To confirm archiving the selected agent profile, click the button. 


Figure 109 OK Button 

  1. This moves the selected agent profile to the Archived section.