Archiving Deals

Katie Moore
Katie Moore Posts: 14
Photogenic First Anniversary

We have a need to archive deals so that they are still accessible but do not want to win or lose them because we have Insights and Goals set up that would skew the data.

 

0
0 votes

· Last Updated -

Comments

  • Edie Mew
    Edie Mew Posts: 146
    100 Comments First Answer 5 Up Votes 5 Likes
    edited June 3 #2

    Hi @Katie Moore  this is a common question I receive from clients when workflow mapping their sales process. A workaround I suggest is to add a stage called Archived - this helps organise Deals into one stage and visually you can see priority Deals. If a stage is not sufficient, maybe another Pipeline where you can put them through a mini workflow of re-generating the data/customer/client/Deal. 

    I hope this helps find a solution for your use case. 

    Thank you,

    Edie

  • Katie Moore
    Katie Moore Posts: 14
    Photogenic First Anniversary
    edited June 3 #3
    Edie Mew said:

    Hi @Katie Moore  this is a common question I receive from clients when workflow mapping their sales process. A workaround I suggest is to add a stage called Archived - this helps organise Deals into one stage and visually you can see priority Deals. If a stage is not sufficient, maybe another Pipeline where you can put them through a mini workflow of re-generating the data/customer/client/Deal. 

    I hope this helps find a solution for your use case. 

    Thank you,

    Edie

    Hey Edie! Thanks for the suggestion! The additional Pipeline could work for an immediate fix, but we already have several Pipelines built and don't want to overwhelm our users with more.

    If there was an "Archive" option in the drop-down menu where you can delete, merge, convert, etc. and the deal would essentially be closed (not open, won or lost) but is still accessible through the Organization, this would be SUPER helpful!

  • Megan Rogerson
    Megan Rogerson Posts: 1
    edited May 17 #4

    Agreed, we also need an archive button so we can still access the record.