Improve information management through the ‘Archive’ function. There are two methods to archive a prospect:
Archive a prospect or multiple prospects from Prospect Table
Archive a prospect from Prospect Profile
1. Archive a prospect from Prospect Table
Step 1: Hover your pointer over the ‘Prospect’ tab, click ‘Prospect List’.
Then select prospects you want to archive.
Step 2: Click “Archive” icon to confirm your action.
2. Archive a prospect from Prospect Table
Step 1: In the ‘Prospect List’ Select the candidate which you want to archive.
Step 2: Click the “Archive” box under the prospect's information.