Archive Partners

Sometimes, prospects don't work out. When this happens, archive these prospects to prevent them from clogging up your Prospects screen. You have 2 ways to archive prospects:

• Archive a prospect from the Prospects screen.

• Archive a prospect when viewing their profile.

Archive a prospect from the Prospects screen

You don't need to view the prospect's profile to archive them.

1. From the left navigation menu, select [Discover] → Prospects.

2. From the Prospects screen, find the prospect you want to archive.

3. Hover over their line in the table. At the right end of the line, select [More] → Archive.

4. Read the warning message, then select Archive.

Archive a prospect from the prospect's profile

You can archive the prospect when you're reviewing their partner profile.

1. From the left navigation menu, select [Discover] → Prospects.

2. From the Prospects screen, find the prospect whose profile you want to view.

3. Select their row in the table. Their profile will appear.

4. Review their profile as needed.

5. Select [Archive].

6. Read the warning message, then select Archive.

View archived prospects

1. From the Prospects screen, navigate to the filter menu.

2. Change the Show filter to Show Archived to include them in the table.