Automated Lead Assignment

Lead Sources can be archived from the Lead Flow screen to remove clutter and/or ignore notifications for incoming leads.

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When you click the archive button you will see a popup asking you if you'd like to archive the lead source or archive the lead source and ignore all future leads.

  • Archive Only (Just Archive): Removes the Lead Source from the Lead Flow screen. If a new lead comes in from the archived lead source it will unarchive automatically and send notifications.
  • Archive and Ignore: Removes the Lead Source from the Lead Flow screen and prevents any leads from that source from being created.

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You can view archived lead sources by selecting "Archived" in the drop-down in the top right corner:

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When viewing archived lead flow rules, you can unarchive them to resume processing those leads if that was previously disabled:

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