HubSpot Ideas

mnewnham

Ability to archive 'Deals'

It would be really useful if users had the ability to archive 'deals'. 

 

I've seen a few people request this functionality from as far back as 2017, so it'd be great to know if I've missed something or if it's just still not available as a function.

 

If not, it'd be great to know if anyone had a smart interim solutions for this? 

 

Thanks!

42件のコメント
busdav
参加者

This is a must!! Please incorporate

Dirk2
参加者

Yes, I think so, too! My workaround so far: build another deal pipeline which only consists of "closed won (archive)" 

and then I am thinking of a workflow which forwards old closed won deals  from my main pipeline older than a year to this "archive"

RCook5
メンバー

I think not having the ability to do this is a major mis on the part of HubSpot. As a sales leader I want to see a history of deals by customer so that I can understand true aquisition cost and time from initial contact to close. Doing all of this without cluttering a dashboard is really an important tool. Even better if closed opportunities would auto archive after a definable period of time.

KDeLange
メンバー

Totally agree.  We've only just begun using this Hubspot and our deal board is already getting overcrowded.  I'd love to see a solution to this!

TMac4
メンバー

I cant believe this isn't in place already

 

Hubspot please take note and implement this archive deal abity ASAP, it's going to grow into a big long term problem 

 

I have only just onboarded and can already see what a pain this is going to be

bcf
参加者

Agree 100% this is surely not difficult coding to do

and the feature would be very handy to have

JKevari
メンバー

Yes! Hope this can be in a development pipeline very soon

Icuki
メンバー

PLEASE!!! Include this feature, its so basic, I was a customer of pipedrive and I do not want to regret migrating to Hubspot.

bcf
参加者

Yes

I agree 100% this is a very simple solution and still don't understand why it is not a feature.

Come on Hubstop make it happen

StanJohns
メンバー

Totally agree this needs to be included with HUbspot. A means to archive deals against customers would also be useful. Perhaps an archive and then deals history for contacts customers so that you can look at them if needed.

 

Our deal pipeline and old deal list for some customers is getting very overcrowded even after just one year of using the system. Everything else is really good.

amiller_ism
参加者

This really does impact when we are trying to do things like make associations to a deal (notes, emails, etc.), but then every past deal pops up. In this view it's hard to see which one to select.

rvichot
メンバー

We're also looking for this at Ramp! We need to able to filter without having to delete

bcf
参加者

This function will make it so much easier to use hubspot instead of going some where else 

Jose89
メンバー

great idea and we in our company would really use this. Some time the mix bettween open deals and close/finish deals make hard to analise current bussines open

Manon-Ideagency
メンバー | Diamond Partner

A must have

MCook0
メンバー

I would really like this.

We now have a few deals in completed and would like to be in archive.

EBirza
メンバー

A must have

JKrantz
投稿者

yes please! shocked you done have this... you just see everything for years and years!?

Emile2
メンバー

Hi HubSport,

 

We have a lot of deals in the completed pipeline and would like to be in archive.

Please have this archive deal function up asap.

 

Thanks.

 

 

LisaK
参加者

Being able to archive deals (so that also automated email logging to associated contacts stops) would be very useful. 

Else we are deleting deals or need to put it into an archive pipeline as suggested by other users.