Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This could be simply solved by allowing us to archive those no longer needed rather than deleting them.
We raised this concern, but Pipedrive responded by telling us that 'they don't even seem to be there' when using filters, but this is not our experience - when picking a pipeline to view (in the board/kanban view - which is primarily the view we use) there is a list of pipelines and that list is getting very big and unwieldy because we cannot archive old ones.....
Is anyone else experiencing this problem?
Comments
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Hi @Saul Annett , thank you for your feedback!
Currently it's not possible to archive pipelines but to make your list of inactive ones less cumbersome you can reorder them to the bottom of the list and/or edit their name adding an X before the title.
That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Can you please shed some light on why your pipelines frequently become unnecessary?
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Inês Batata said:
Hi @Saul Annett , thank you for your feedback!
Currently it's not possible to archive pipelines but to make your list of inactive ones less cumbersome you can reorder them to the bottom of the list and/or edit their name adding an X before the title.
That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Can you please shed some light on why your pipelines frequently become unnecessary?
Hi, same problem here. We have 20+ pipelines that are obsolete, and want to archive (as opposed to deleting). They are mainly different tries for different channels for launching a new service, each with their own stages that are a little different. Any help would be appreciated. Thanks!
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Yes, I agree that is a functionality very much needed! I am also piling up pipelines, and it would be great to be able to archive them.
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I am also disappointed we can’t archive. I entered a bunch of deals that I no longer want to track but I don’t want to lose the entries.
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Just wanted to echo the need call for this functionality. One of the reasons I love Pipedrive so much is the ability to focus on specific lines of business. In some cases, these are events that we decide afterward not to repeat. I want to be able to save that activity, but not have it cluttering my primary work view.
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Inês Batata said:
Hi @Saul Annett , thank you for your feedback!
Currently it's not possible to archive pipelines but to make your list of inactive ones less cumbersome you can reorder them to the bottom of the list and/or edit their name adding an X before the title.
That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Can you please shed some light on why your pipelines frequently become unnecessary?
Pipelines pile up because of the reasons others have already said: you decide to redesign a sales process, or stop performing a certain sales process, but don't want to lose record of the old process and all of its deal stages.
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Same for us. We set up a pipeline per year per territory because our sales are annual. This adds up pretty quickly.
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Inês Batata said:
Hi @Saul Annett , thank you for your feedback!
Currently it's not possible to archive pipelines but to make your list of inactive ones less cumbersome you can reorder them to the bottom of the list and/or edit their name adding an X before the title.
That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Can you please shed some light on why your pipelines frequently become unnecessary?
Has there been any further development on this subject? An archive feature would be really useful
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Inês Batata said:
Hi @Saul Annett , thank you for your feedback!
Currently it's not possible to archive pipelines but to make your list of inactive ones less cumbersome you can reorder them to the bottom of the list and/or edit their name adding an X before the title.
That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Can you please shed some light on why your pipelines frequently become unnecessary?
Also confirming a call for this function would be super beneficial for our team
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In my case, I don't mind deleting the pipeline, but I can't figure out how to do that. Can someone direct me?
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I agree this functionality is very necessary
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For the purposing of retaining old info I created one pipeline called "segments" and placed old pipelines into different stages inside that "segments" pipeline. You can't retain stages as before but you can have all the biz from that pipeline in one list (Stage).
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I'd like to add my vote to an archive feature. Like many people, I like to keep things clean and organised, and also retain all our data.
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