How can I archive a lost deal ?
Hi,
I wonder how I can archive the lost deals. I don't want to delete them, as they have info that can be useful in the future. But I dont want to have my list of deals, with some "red" lost deals (which are sorted at the top of my list, based on expected close date, as past deals).
So, the ideal would be to be able to archive them (or somehow hide them), and if I need info for that customer, then I can see them.
If there is any other workaround for this functionality, please, let me know.
Thank you
Stefan
Answers
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Hi @Lefkada Rentals , you can create filters to filter out your lost deals. Learn all about it here
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