New: Updated Archiving for Leads and Deals
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.
Comments
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Awesome function. What about the sales-cycle and time behind? how does the archived deals affect the sales cycle?
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Are any users allowed to achieve and unarchive?
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General availability expected by the end of March 2025. Well it's april and I don't see it in our Pipedrive environment. I'am the admin. When can we expect this to be active?
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What is the best practice for archiving a deal vs. marking it as lost?
Currently, if a prospect isn't responding or the timing isn't right, I lose the deal. And this feels appropriate because the deal is essentially lost at this point. If you re-engage the prospect later, you can reopen the deal.
I'm just not sure why I would archive a deal. I suspect a lot of salespeople will archive deals now instead of losing them in an attempt to make their conversion rates look better.
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Archiving is cool and yes, sales teams will love it. When sales cycles are very long (months to years), archiving allows you to put deals aside. They're not really lost. They just need to get out the pipeline for a while.
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@Paul Minors Couldn't agree more. Personally, I would think if the customer has put it on hold for a period of time due to other projects taking priority, then maybe archive, but the sales person must still put a task in to contact them down the track. But if someone has become un-responsive then it has to be lost.
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@MBrown thanks! Yeah, knowing how salespeople are, I feel they'll archive leads instead of losing them and this will result in inaccurate reporting (i.e. conversion rate). The way I see it, if someone tells you they're not interested right now and to reach out again later, usually this is a "soft no" and the deal should be lost. It can then be reopened again later if you reach back out and change their mind.
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Hi @wonders thank you for the feedback. I see that you have also engaged in the feedback post requesting that leads have a changelog, which has been sent over to our product team.
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