When to Archive Converted Enquiries

Archive once the intake decision is final

An enquiry should move to Archived only once it has genuinely reached Converted status and no further changes are expected. Archiving too early risks losing track of an enquiry that still needs work.

Do not confuse archiving with deleting

Archiving keeps an enquiry available for reference; it simply removes it from your active-enquiry count. Nothing of value should be lost by archiving a completed enquiry.

Archive promptly to keep your active list honest

An active-enquiry list that still contains long-finished enquiries becomes harder to trust. Archiving promptly keeps that list an accurate picture of work genuinely in progress.

Keep a short note on why it was converted

A brief closing note on the circumstances of intake, such as who converted it and when, is useful if the same enquiry is ever referenced again.

Enquiry archived enquiries periodically

An occasional look through archived enquiries can reveal whether older converted material still reflects current requirements, particularly for templates that get reused.

Reopen only when genuinely necessary

If an converted enquiry needs further changes, treat it as a new record and reopen the enquiry properly rather than editing an archived record informally.

Match your archiving habits to your enquiry capacity

Since archived enquiries do not count towards your active-enquiry limit, a consistent archiving habit makes the most of the capacity included in your package.

In summary

A clear enquiry process becomes easier to sustain once there is a structure around it: defined intake stages, organised follow-up notes, tracked records and useful follow-up notes. IntakeHarbor organises that information; the enquiry and intake decisions themselves always remain with you and your contacts.

This article is general information about enquiry-enquiry practice. It is not legal advice and does not constitute enquiry or signature certification.