Archived Deals

    What are archived deals?Archived deals are closed deals that you want to keep on record but remove from your active pipeline.

    When a deal is archived, it's excluded from report totals on the Deals and Reports tabs — keeping your active data clean without permanently deleting anything.

    Find your archived deals

    • Go to the Deals tab.
    • Enable the Archived column.
    • Filter by Yes to display all archived deals.

    💡 Tip: Save this as a new list view so you can quickly refer back to your archived deals without re-applying the filter each time.

    Need help? Contact support at customercare@pipelinecrm.com.