Archiving deals

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.

19 Replies
New Contributor

In a similar vein, our sales opportunities are seasonal, so we've got a bunch of 'PAST:' appended to old pipelines. I wish I could archive a pipeline so I don't have to scroll thru 20 of them to find current sales opps. 

Regular Contributor

@cbegley, I was looking for the same function. Turns out you can create a filter to view Deals in various stages (such as PAST, or whatever you choose). Then you can set that view as default on the Deals page.

 

Monica

Occasional Contributor

I agree. Or perhaps allow us to filter them out in our view, removing the deal columns I don't want to see. Right now I have Closed Won, Closed Lost, and Closed Disappeared. I'd like to have those columns not display in my primary daily working view.

Occasional Contributor

 Any news on this one? 

New Contributor

I would love this!  It would be very helpful to have a place to archive lost deals.  I often have the opportunity to revisit lost deals, but I don't want them clogging up my current list of deals.   Thanks!

New Contributor

Any update on this request? Please advise.

Occasional Contributor

It would be so helpful to archive deals without deleting them. We would like to know if a particular client had previous inquires and possible sales, but the list in deals in the table format gets very long. Creating a view that omits closed deals doesn't work for us either because many of the closed won deals require post sale work.

Visitor

Need This for extending conversations that could become active and require future follow-up (several months out).  I need to keep track of the good deals that simply won't convert right now but need to stay active.  If a client is looking for a product a year in advance, is testing a different product but wants follow-up in a few months, etc.   These types deals do not fit into any of these categories in particular and become lost overtime.  ARCHIVE DEAL feature with custom reasons to why would be very helpful. 

Occasional Contributor

any update on this one?

Occasional Contributor

Functionality to archive Deals would be fantastic.

 

I would also suggest that you can 'restore' Deals from archive back into the active list. Similar functionality can be found in Trello boards for archiving/un-archiving Cards.

 

Looking forward to updates.

New Contributor

I agree, this archiving option would help me because when we're closing deals as Lost, they are cluttering the pipeline.

So as a temporary solution, we've created a Lost Pipeline and we move all those deals to this pipeline to keep them away from the sales pipeline.

Occasional Contributor | Diamond Partner
Occasional Contributor | Diamond Partner

Agree, we have a large number of deals per company/year and would like a way of hiding them, whilst retaining the information/notes/attachment etc

New Member

I created a separate pipe line called Archived deals, with 2 stages, "won" or "lost". It doesn’t take long once a month by using filters on our standard pipeline to select all orders placedwhen last modified date is (30 days before) then move them to the appropriate deal stage on the other pipe line. Deals are kept but out of the main pipeline view.

New Contributor

Yes please! We do not want to delete deals, but we would love to be able to archive deals to keep our boards neater. 

Occasional Contributor

Yes Please.

Our deals are mainly projects and so we invoice over several months.  Having a duplicate end stage like 'Closed - Servicing' is one solution, but I would still like to clean out the older deals once they have completed and we are nolonger active/invoicing on them.

Any idea if this Archive feature will be implemented for us soon?

New Contributor

support fully idea of archiving deals!! i was wondering why this functionality does not exist as it is a basic informatio of each account... pls prepare solution, many thanks!

Occasional Contributor

Please let us archive deals.

New Contributor

any updates on this? would love to be able to archive deals from pipelines, but still have them available for reporting

Regular Contributor

Upvoting this on behalf of a customer! Would be great to have the ability to archive deal pipelines instead of renaming them to "Unused - xx" for greater visibility. Archiving them removes the possibility that users can add deals to them accidentally!