Sometimes the timing isn't right for the customer, and you may have to revisit the prospect at a future date. To archive a lead opportunity, follow the simple steps below:
1. Click the "Archive This Lead" button on your detailed view of the lead.
Fig1. Archive This Lead
2. In the "Archive Lead" details box, set the date and a reminder message. Make sure you select the date and the user (if you are a manager, you can do this) you'd like to set the reminder and notification for.
Fig2. Archive Lead Details