HubSpot Ideas

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.

84 Replies
JasonCer
Member

This seems like it should be a basic feature, especially since the original suggestion is now FIVE years old.

 

While there are many workarounds shown that use filtering, the biggest issue we're encountering is that filtering is absolutely useless if you're trying to log an email using an integrated tool. We use Hubspot for tickets and deals more than anything else. It's not unusual to have a history of a few dozen of either with a specific client. But when I go to send an email, I'm presented with a list of deals/tickets that have been closed for months. Ideally, being able to archive these would also keep them from being a logging option.

 

When is this basic feature going to be added?

Lini
Member
It would be fantastic to see some progress on the Archiving request, as
previously mentioned - if HubSpot can retrieve a Deleted contact or company
within 3 months of it being deleted why oh why can't they provide an in
perpetuity Archiving option?


Carree5
Member

This would really eliminate the clutter if we could archive tickets, deals etc! Please reconsider implementaion.

Lini
Member

Anyone heard or seen in progress on the Archiving long-term of Contacts or Companies?

 

To keep our data as clean as possible I'm having to delete Companies no longer in operation (either on 'hold' due to covid lack of business or gone out of operation) and Contacts who have left the country - yet we would like to retain their history in an Archive in case the contact or company comes back into operation.

 

It's such a basic feature.  We don't want anything involved like workflows and flags, just basic archiving long-term. As I've said before if we can delete and retreive within 3 months, why oh why won't HubSpot offer an archive and retreive facility?