Do you need the ability to archive old/won/lost deals?

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Bjørn-Henning Opheim
Bjørn-Henning Opheim Member Posts: 57
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Do you need the ability to archive old/won/lost deals?
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  • Francois Gagnon-R
    Francois Gagnon-R Member Posts: 2
    edited February 2022 #2
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    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.
  • Craig Beaumont
    Craig Beaumont Member Posts: 67
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    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.