How to Archive or Unarchive a Lead

Summary

Overview: Archiving parks a lead you don't want to work right now. It leaves your active lists, Pippin stops replying and follow-ups stop. Nothing is deleted, and you can unarchive the lead at any time.

Prerequisites:

• None. Sales Reps can archive from the Inbox, and from the Leads page for leads assigned to them.

How Pippin Decides

1. While a lead is archived, Pippin does not reply to it and does not start or continue follow-up sequences.
2. If an archived lead writes in again, the lead stays archived. The message is saved and counted on the Inbox's Archived switch.
3. When you unarchive a lead, Pippin owns the conversation again and replies to the lead's next message, even if a teammate had paused Pippin before.

Limits

• Archiving stops the lead's follow-up sequence for good. Unarchiving doesn't restart it; start a sequence again if you need one.
• You can't reply to, send a quote to, or send a booking link to an archived lead.
• Archived leads don't appear on the Leads board, and aren't counted in the active lists.
• A lead held for review stays held after you unarchive it.

Step-by-Step Instructions

Step 1: Archive a lead

Choose one way:

• Inbox: open the conversation and click the Archive lead button at the top. The conversation closes and the lead moves to Archived.
• Lead page: click More Actions, then Archive lead. An Archived badge appears next to the name.
• Leads table: in the Actions column, click the Archive lead button on the row.
• Leads board: click the Archive lead button on the lead's card.
• Several leads at once (Leads table): tick the leads, then click the archive button in the bar that appears. There is no confirmation step.

Step 2: Find archived leads

• Inbox: click Archived above the search box.
• Leads table: click the Archived chip next to the search box. Click Active to go back.

Step 3: Unarchive a lead

Choose one way:

• Inbox: open the archived conversation and click Unarchive in the bar at the bottom, or the Unarchive lead button at the top.
• Lead page: click More Actions, then Unarchive lead.
• Leads table (Archived): click Unarchive on the row, or tick several leads and click Unarchive in the bar.

Verify It Worked

Success criteria:

• After archiving you see "Lead archived" (or "Archived 3 leads" for several), and the lead leaves the active list.
• An archived conversation shows This lead is archived. Pippin is not replying and follow-ups are stopped.
• After unarchiving you see "Lead unarchived", and the lead is back in the active lists.

Troubleshooting

Common errors

• "Could not archive this lead" or "Could not unarchive this lead": the change didn't save. Fix: try again.
• "Archive failed. Please try again." or "Unarchive failed. Please try again.": a bulk action didn't save. Fix: try again.
• "This lead is archived. Unarchive it to send a quote.": you tried to send a quote to an archived lead. Fix: unarchive the lead first.

Limitations & considerations

• Archiving is not deleting. To remove a lead and its history permanently, see How to Delete a Lead.
• Archiving doesn't change the lead's stage. You can still mark an archived lead Won or Lost from its page.

Next Steps & Related Resources

• Next steps:
  • How to Find a Lead in the Inbox
• Related articles:
  • How to Delete a Lead
  • How to Use the Leads Table, Board and Filters
  • How to Put Leads on a Sequence
  • How to Mark a Lead Won or Lost

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/15/2026