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.
Thank you as always for your continued feedback, it helps us build a great product.
We are constantly evaluating and re-evaluating our priorities and roadmap to deliver as much value to our customers as possible. At this time the ability to archive deals is not something our team is currently planning to build natively into HubSpot. This is certainly subject to change in the future and we will update this idea if that becomes the case.
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.
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?
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?
I'm not sure why HubSpot offer this page for discussions when there is no response to requests for a long-term archiving facility!!! I see the archiving issue was first tabled in 2017 and it's now near the end of 2022 with no progress. Other CRM programmes such as Microsoft Dynamic offer the archiving with retreival in perpetuity. We don't wish to delete contacts or companies, as I'd noted in an earlier post but to archive.
I'm guess I'm just venting here which doesn't help fix our issue - it feels a bit like if you scream in space who'll hear you!
Cheers until the urge hit's yet again to vent about what should be a simple solution to an issue tabled by more than one of the HubSpot community. 🙂
I would love to see some action on this. Yes you can filter out 'all closed' when on the object view, but there is no way to add these filters to the right-hand column in the record view, making that potentially useful section cluttered and unmanagable.
Also when trying to associate objects you get the full unfiltered list and there is no whay of telling which objects are current and which are closed.
@Dylan I wanted to check in on this. The original idea states to "archive objects," including Company and Contact records, which is much needed by my organization. We don't want to delete these records and their history, but I also don't want them cluttering up our database or needing us to build out a tedious exclusion workaround to skip over them (yes, I know we can set them as non-marketing, but I want to take it a step further).
Your reply, however, only mentions the ability to archive Deals. I personally don't have a use for this.
So I was wondering if the original idea has been edited since you replied? If so, will your team please reconsider this functionality for other objects (Companies & Contacts)? It is frustrating to see the Archive functionality available in other areas, but not here at the core of HubSpot.
