The Lead File

Market to dormant customers and prospective customers.

The Lead File - An Overview

Store inactive and prospective customer's information in the Lead File.

User Permissions for the Lead File

There are several permissions related to working with the Lead File.

Families Archived to the Lead File - What Information is Retained?

When a family is moved to the Lead File, not all information is retained and viewable.

Add a Lead

View the options and instructions to add one family or multiple families to the Lead File.

Restore a Lead File Family to your Main Database

Restore a family to your database from the Lead File.

Contact Your Leads

Learn how to email contacts in the Lead File or print mailing labels.

Search, List, and Export Leads

Families archived to the Lead File can be accessed under the Families (menu).