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Archive Deals

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Maria Herrell
Updated 2 weeks ago
Easily keep your pipeline organized by archiving deals that are closed, outdated, or no longer relevant. Archiving removes these deals from your active dashboards and reports, but keeps all deal data safe in your account for future reference.

Archiving and Unarchiving Deals

From the Deals Tab

  1. Select the checkbox next to the deal(s) you want to archive.
  2. Click More.
  3. Choose Archive or Unarchive.

From a Deal Profile

  1. Click Actions.
  2. Select Archive.
    • If the deal is already archived, you’ll see the option to Unarchive instead.

Finding Archived Deals

  • Add the Archived column to your deals list.
  • Filter for Yes in the Archived column to view archived deals.

Troubleshooting & Tips

  • Archived deals are excluded from pipeline totals and reports, but remain accessible in your account.
  • Don’t worry: You can unarchive deals at any time if you need to restore them to your active pipeline.
Need help? Contact support at [email protected]. 
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