Archiving a Deal Pipeline?SOLVE
Jul 16, 2018 6:04 AM
We briefly used a pipeline to manage strategic partnerships but the way we're thinking about this component of our business has changed a bit and we no longer need the pipeline we created. I can't delete the pipeline because their are Closed Won and Closed Lost deals tied to it. Any ideas or suggestions on what to do here? I don't want to delete the deals.
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Jul 16, 2018 7:29 AM - edited Sep 23, 2020 5:39 PM
Q: We no longer need the pipeline we created. I don't want to delete the deals.
Any ideas or suggestions on what to do here??
Short A: Archiving? No.
Maybe rename the pipeline to 'UNUSED - previous name', so it's clearly recognized in the portal (i.e., views, lists, workflows, reporting, etc.) as unused. Then reset your default Deals view to exclude the unused pipeline(s) and share it with 'Everyone' before asking them to reset their default Deals view as well.
Not elegant, but gets you to where you need to be -- i.e., keeping the old deals intact, but out of the way.