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.

HubSpot Updates
Re: Archiving deals - changed to: Not Currently Planned
March 30, 2020 08:19 AM

Hello HubSpot Community, 

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. 

82 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?