Archiving leads in your sales pipeline offers several benefits. It helps maintain a streamlined and manageable active pipeline by avoiding repeated calls to unresponsive leads, thus preventing frustration. It also provides a temporary storage space for potential future re-engagement.

1. Reviewing Callbacks

When your pipeline feels cluttered, review leads requiring adjustments.

2. Identifying Leads for Removal

Consider leads stuck in callbacks with no progress, despite effort.

3. Accessing Account Details

Click on the lead to review history, notes, and call attempts.

4. Deciding on Archiving

If you've exhausted attempts to reach the prospect, archiving might be suitable.

5. Archiving Process

Go to "Change Status" and select "Archive" to remove the lead from your active pipeline.

6. Archived Pipeline Location

Archived leads reside in a separate section accessible for future reference.

7. Resurrecting Archived Leads

If circumstances change or you receive a response, unarchive the lead to return it to your active pipeline.

Remember to use archiving strategically to optimize your call time and focus, consider archiving leads after consistent unsuccessful attempts, and be ready to unarchive leads promptly if circumstances change or contact is established.

Utilizing the archived pipeline effectively allows for reference and tapping into potential future opportunities.