Ability to archive 'Deals'

mnewnham

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!

HubSpot updates
12 Replies
busdav
Participant

This is a must!! Please incorporate

Dirk2
Participant

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
Member

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
Member

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
Member

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
Member

Agree 100% this is surely not difficult coding to do

and the feature would be very handy to have

JKevari
Member

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

Icuki
Member

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

bcf
Member

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
Member

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
Participant

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
Member

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