I would love this! It would be very helpful to have a place to archive lost deals. I often have the opportunity to revisit lost deals, but I don’t want them clogging up my current list of deals. Thanks!
Any update on this request? Please advise.
It would be so helpful to archive deals without deleting them. We would like to know if a particular client had previous inquires and possible sales, but the list in deals in the table format gets very long. Creating a view that omits closed deals doesn’t work for us either because many of the closed won deals require post sale work.
Need This for extending conversations that could become active and require future follow-up (several months out). I need to keep track of the good deals that simply won’t convert right now but need to stay active. If a client is looking for a product a year in advance, is testing a different product but wants follow-up in a few months, etc. These types deals do not fit into any of these categories in particular and become lost overtime. ARCHIVE DEAL feature with custom reasons to why would be very helpful.
any update on this one?
Functionality to archive Deals would be fantastic.
I would also suggest that you can ‘restore’ Deals from archive back into the active list. Similar functionality can be found in Trello boards for archiving/un-archiving Cards.
Looking forward to updates.
I agree, this archiving option would help me because when we’re closing deals as Lost, they are cluttering the pipeline.
So as a temporary solution, we’ve created a Lost Pipeline and we move all those deals to this pipeline to keep them away from the sales pipeline.
Agree, we have a large number of deals per company/year and would like a way of hiding them, whilst retaining the information/notes/attachment etc
I created a separate pipe line called Archived deals, with 2 stages, “won” or “lost”. It doesn’t take long once a month by using filters on our standard pipeline to select all orders placed when last modified date is (30 days before) then move them to the appropriate deal stage on the other pipe line. Deals are kept, but out of the main pipeline view.
Yes please! We do not want to delete deals, but we would love to be able to archive deals to keep our boards neater.
Yes Please.
Our deals are mainly projects and so we invoice over several months. Having a duplicate end stage like ‘Closed - Servicing’ is one solution, but I would still like to clean out the older deals once they have completed and we are nolonger active/invoicing on them.
Any idea if this Archive feature will be implemented for us soon?
support fully idea of archiving deals!! i was wondering why this functionality does not exist as it is a basic informatio of each account… pls prepare solution, many thanks!
Please let us archive deals.
any updates on this? would love to be able to archive deals from pipelines, but still have them available for reporting
Upvoting this on behalf of a customer! Would be great to have the ability to archive deal pipelines instead of renaming them to “Unused - xx” for greater visibility. Archiving them removes the possibility that users can add deals to them accidentally!
Hello HubSpot Community,
Thank you as always for your continued feedback, it helps us build a great product.
We are constantly evaluating and re-evaluating our priorities and roadmap to deliver as much value to our customers as possible. At this time the ability to archive deals is not something our team is currently planning to build natively into HubSpot. This is certainly subject to change in the future and we will update this idea if that becomes the case.
We would like to see this feature implemented. It will help us keep our contacts database clean. Imagine a scenario where a company reaches out to a contact with occasional offers. They don’t respond or unsubscribe. We might remove them from our mailing list after 12 months and archive them (they don’t qualify as a Subscriber or a Lead). But if they reach out to us, or we find them via another network and they are interested, we’ll reactive them. I’d like to know what we tried to engage them before.
I would like to see the option to archive contacts and/or companies, as well.
Hubspot is typically pretty responsive and intuitively knows what their customers need from feedback on forums like this. How this thread, now going on for 3 years, could be so actively ignored is really challenging for me. My assumption is that because payments are tied to # of active contacts in your database, Hubspot doesn’t want to implement this obvious feature. This is something that all people in the b2b world encounter, so it would only make sense. Because their customers like us)may make the case that they shouldn’t be paying for archived contacts that are not being used (fair case, by the way), they would lose significant revenue.
Hubspot: it’s time to address this. Perhaps there is a different way to layout the structure so that you don’t lose money. Your customers have been requesting this for years, and as a long time customer with 7+ years of a growing database, the inability to archive contacts without deleting them has allowed our database to morph out of control. How do you deal with this in your own company database? We need more input from your team and more solutions.
It beggars belief that so many people are requesting a feature that should be solved quite easily.
I’m going backwards and forwards trying to find solutions to a problem that doesn’t need to exist. For all the CRMs and PM tools I have been accustomed to, archiving deals off a kanban board is just an absolute given.
Now I’m in a position similar to other users where I’m reconsidering importing our 3k Pipedrive deals (that I spent hours cleaning up for this purpose) when they will be flooding the view of our staff.
It’s crazy.