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Archiving a List is an option to save Lead Capacity rather than permanently deleting a List.
This can be done in the List Settings by clicking the Archive Status toggle option to Archived.
not archiving your leads and lists when not dialing them will negatively impact system performance.
How many agents
How many lists
How many campaigns
1.) Click the Call Center main menu.
2.) Click the Lists option.
The Manage Lists page will open.
3.) Click the Action drop-down in the Action column.
4.) Click the Edit option from the drop-down.
The View List page will open.
5.) In the List Settings tab, under the List general Settings section, find the Status and Archive Status fields.
- If the List is Active the Archive Status will not be displayed until the List is marked Inactive.
- If the List is already Inactive the Archive Status field will already be on the page.
If the List is already Inactive skip to Step 7.
6.) If the List is Active, click the Status toggle to Inactive.
The Archive Status field will appear.
7.) Click the Archive Status toggle to Archived.
7.) Click the Apply Changes button.
Note: The moving of Lists in and out of the Archives does not take effect in real-time. The system will implement the changes you made at midnight and the Status will reflect the following day.
- However, in circumstances with Lists that have an extremely high volume of Leads, it is possible that the Archiving will not be able to be completed over a single night, in which case only a portion of the List will be Archived. In these cases, the process will be paused in the morning, and continue the following night, and each night after until the List is finished being Archived. The Status will not reflect as Archived until the List has finished Archiving.
The next day, or when the List has finished Archiving, the List will show as Archived in Status column of the Manage List page.