Archive and restore Regal Forms leads
Updated September 22, 2026
Archive leads in Regal Forms when an enquiry no longer needs to appear in the active pipeline but its submission and activity should remain available. Archiving does not change the lead status, notes or attachment history.
How to archive leads#
- Open Regal Forms > Leads.
- Open a lead and choose Archive lead. You can also tick several leads on the current page, choose Archive from Bulk action and select Apply.
- Open the Archive tab to find archived records. Search and status filters work there too.
Restore an archived lead#
- Open the Archive tab.
- Choose Manage on the lead and select Restore lead. Alternatively, select several archived leads and use the Restore bulk action.
The restored lead returns to Active with its previous status and activity. A timestamped archive or restore event appears on the lead timeline.
Statistics, filters and export#
The collapsible Lead overview shows active and archived totals and a chart of new leads over the last 14 days. Your search, status and tab choice are remembered for your own user account. Export filtered CSV downloads all matching leads from the current tab.
Archive is not deletion#
Archived leads remain stored and can still be included in your entry retention and personal-data processes. To remove records permanently, use Delete with confirmation. Deleting selected leads in bulk also removes their notes and attachments. See the WordPress personal-data export guidance before responding to a data request.