New: Updated Archiving for Leads and Deals

Manuel Oliveira

Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals.

Highlights:

• Archive paused or inactive deals and leads, making your pipeline look cleaner and run faster. 
• Archiving items isn’t permanent: you can unarchive an item to make it active again or delete it permanently.
• You can search for archived deals and leads. Archived items are labeled as such.
• Filters, reports and dashboards support archived items, though separately from non-archived leads.
• Editing is restricted for archived items except for permitted actions such as adding notes, sending emails, and changing visibility.

This feature is gradually rolling out to all companies, with general availability expected by the end of March 2025.