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Archive/Unarchive Functions Explained

Archiving hides records you no longer want to work on from your PropStack™ results. Archived records are not deleted, and you can unarchive them at any time.

 

Resources

→ Prospect Statuses and Filter Toggles

 

What archiving does

  • Archived records stay in your PropStack™ database but no longer show up in your filtered results.
  • Archiving a record also archives its associated prospect and property records.
  • Unarchiving a record brings it back into your results.

How to archive or unarchive

Option 1: one record

  1. In the menu on the left, click the PropStack™ icon (the sorting arrows).
  2. Click the three dots on the right of the record and choose Archive.
  3. Read the message and click Confirm.

06-record-menu.png
06-record-menu.png

10-archive-confirm.png
10-archive-confirm.png

Option 2: several records

  1. Check the boxes next to the records, or use the arrow next to the header checkbox to select a number of rows.
  2. Click Take Action → Archive / Unarchive.

07-take-action-tags.png
07-take-action-tags.png

 

How to find archived records

At the bottom of the Filters panel, set Archived to YES and click Apply. From there you can select the records and unarchive them.

Questions? Email support@leadsherpa.com.

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