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.
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.
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?
This would really eliminate the clutter if we could archive tickets, deals etc! Please reconsider implementaion.
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. 🙂
This is a crucial update. I need to archive inactive clients who may return. And tickets, and companies.
Every record my staff touch unessecarily is wasted time and watsed money. Hubspot, this is a duty of care issue to your client base.
Seems to me to be a basic feature
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