Archiving and viewing archived Contact Leads

Archiving contact leads

Archiving leads happens automatically as you change a Lead's status to 'Hired' or 'Did not hire'.  

View archived Contact Leads

Log in to MONESQ and select "CRM' from the left navigation menu:

Select the 'Archive' tab from the CRM dashboard:

From this page, you can search for specific leads, filter by reason or status, or sort by name, date, and contact. 

Learn more:

CRM overview

Editing your pipeline

Create a new lead

Leads inbox

Creating a calendar event with a lead contact

Change a lead's status

Create a document for eSignature

Viewing your lead pipeline

Connect a third party to the CRM inbox