Do you need the ability to archive old/won/lost deals?
![Bjørn-Henning Opheim](https://usericons.pipedrive.com/profile_120x120_10965803_93a919401b9bad0267b497cee01f0497.jpg)
Bjørn-Henning Opheim
Member Posts: 56 VERIFIED MEMBER
![Fourth Anniversary](https://us.v-cdn.net/6037014/uploads/badges/XDSA1HLKHQGB.png)
![10 Comments](https://us.v-cdn.net/6037014/uploads/badges/XZU7P3QWS9EW.png)
![5 Likes](https://us.v-cdn.net/6037014/uploads/badges/7J49JRQT5YMB.png)
![Name Dropper](https://us.v-cdn.net/6037014/uploads/badges/KUKSS67XBZ6D.png)
Do you need the ability to archive old/won/lost deals?
0
Comments
-
Totally a must Have , once the project/sale is complete/deliver/ or close because it's lost, you don't want to loose the data/stats of your sales but you don't need to see those deals in the pipeline anymore so I would totally agreee to have the ability to mark them as complete or to archive those kinds of deals.1
-
I do this with a custom fields and workflow automation.
example: when I tick "Project Complete" custom field, the workflow automation kicks in and sends deal to my archive pipeline.
work great for me.
1