Market to dormant customers and prospective customers.
Store inactive and prospective customer's information in the Lead File.
There are several permissions related to working with the Lead File.
When a family is moved to the Lead File, not all information is retained and viewable.
View the options and instructions to add one family or multiple families to the Lead File.
Restore a family to your database from the Lead File.
Learn how to email contacts in the Lead File or print mailing labels.
Families archived to the Lead File can be accessed under the Families (menu).