Sometimes timing just isn't right for the customer, and you may have to revisit the prospect in the future. 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.).
Fig1. Archive This Lead
2. In the "Archive Lead" details box set the date and a reminder message. Be sure to use the drop-down to select a calendar date as seen in fig 2. Or follow the same date format (YYYY-MM-DD) for the system to recognize the reminder date.