Leads - Archiving Leads in SprintHub: How It Works and Necessary Precautions

In SprintHub, lead management is an essential part of the workflow, and one of the actions that can be performed is lead archiving. This feature allows you to keep the database organized, but it is important to understand the implications and the process.

How to archive Leads

SprintHub offers the ability to archive leads manually. However, it is possible to archive up to 120 leads at a time, ensuring control over the process and preventing accidental archiving. To perform the archiving, follow these steps:

1 - Select the Leads: On the leads page, you can select individually or in bulk up to 120 leads at once.

2- Archive Option: After selecting the leads, click the dropdown menu and choose the "Archive selected" option.

3- Confirmation: A confirmation pop-up will be displayed, explaining that by archiving the lead, it will no longer be able to be part of automation flows, such as:

• Automation Flows

• CRM Automations

• Customer Service Automations

• Message Queues

• Email Marketing

Archived leads will not be able to run IN ANY AUTOMATION or participate in future campaigns.

4 - Final Confirmation: The customer must confirm the action by clicking "Yes", understanding that archived leads can be restored in the future, but ongoing automations will not be interrupted.

Archiving Rules

• Leads with Opportunities: It is not possible to archive leads that are linked to open opportunities. This ensures that you do not lose important data or interrupt ongoing deals.

• Archived Leads: Leads that have been archived no longer participate in any type of automation. They remain outside automation flows, customer service, CRM and message queues, ensuring they are not contacted until they are unarchived.

Tips for Archiving Leads

• Database Cleanup: Use this feature to keep your database organized by removing leads that are no longer active or should no longer be contacted.

• Automation Safety: Before archiving leads, make sure they are not in active automations or in an important flow so as not to compromise your communication strategy.

• Archiving Planning: Plan to archive leads periodically to avoid database overload and maintain more assertive and targeted communication with your customers.

How do I unarchive leads?

By following the same process, selecting leads 120 at a time. however you can do this by a filter, click the link below to learn more.

API - Como Recuperar ou Deletar Leads Arquivados | SprintHub - Base de Conhecimentodocs.sprinthub.com

Conclusion

Lead archiving in SprintHub is a powerful feature that enables more efficient and organized management of your database. However, it is important to follow best practices and ensure that leads with active opportunities are not archived. The final confirmation protects against mistakes, and the ability to archive up to 120 leads at a time makes the process more agile.