Archive Objects (contacts, companies, deals, tickets)

It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.

66 Replies
Top Contributor

It looks as though something is in the pipeline for archiving contacts (sorry not the op I know - but archiving contacts has been mentioned several times).  I wrote a reply to another query over in the CRM discussions.  Here's a link: https://community.hubspot.com/t5/CRM/Need-Feature-to-Archive-Inactive-Contacts/m-p/368199#M121838 

 

And if you don't like following links (who could blame you with all the cyberattacks at present) - here's a repost:

 


I knew I'd read about this recently - and there is a tool to flag your contacts so they don't count when you get your next HubSpot renewal.  It's not quite an archive because they're all still in your account - so you could argue it's better than an archive.  See https://www.hubspot.com/marketing-contacts/anz

 

According to the article, you can have up to 1 million contacts 'for free' - and only pay for those you market to.

 

And on further reading... https://knowledge.hubspot.com/contacts/set-contacts-as-marketing the small print says "Please note: this functionality is currently available on a limited basis for test users in the ANZ region."  So either the document is out of date - or anyone who needs this functionality needs to move to New Zealand 😉


New Contributor

@PeterC Interesting idea -- when I click on the link though, it says "We're sorry. This offer is not available in your region."  I am in the US, so it looks like they've limited this functionality to either outside of the US or only in New Zealand as a trial.  That would definitely do the trick, because only paying for those you market to would definitely help clean up our system (and reduce costs for those that are older or that we are not engaged with without removing them forever).  I think this could work... but Hubspot has purposefully built some walls around it!

Top Contributor

Looks like this is available for everyone now: https://www.hubspot.com/new

New Contributor

Perhaps a suggestion to @Dylan to solve two user stories in 1 fix:

 

If Hubspot would allow a worklflow for "delete record" (like there is one for Create Record), it would be possible to add an additional stage "Archive" to any workflow. When a deal would be placed into that stage, two workflows (which the user needs to setup obviously) can be initiated to

  • Create a new deal in a second pipeline "Archive,  containing all archived deals from potentially several pipelines
  • Delete the original deal from the overview

Not only will this solve two current issues, it might also increase the subscription of users as they would require a paid subscription for the solution to work, perhaps convincing people to step up from the free tier of your amazing product. 

 

I also don't expect a "delete workflow" to be too hard to build but that's just my two cents 🙂 

 

Kind regards

 

Steven

Occasional Contributor

Would be great to have an archive for old products so they are not avaiable anymore to be chosen for a deal.

Occasional Contributor

Hi everyone,

 

@PeterC  pointed out the news page on hubspot feature but I didn't see anything about it archive.

 

As every customer on this page, to keep upvoting (even after 3 years) is important.

 

Please hubspot !