Logo

What are you looking for?

Get help straight from our team...

Tips & Tricks

Archiving a Deal

Last updated on 31 Oct, 2025

In order to keep your Dashboard organized, you can Archive inactive deals.

Under the Deal actions menu, select edit deal details.

Image

Then, click the Archive button in the footer menu.

Image

Following this action, the Deal - and its Properties - will be moved to the Archived Deals page. The Archived Deals page can be accessed here:

Image

If you would like to edit the details of the Deal or any of its Properties, click the blue Unarchive deal button in the upper right hand corner.

Did you find this article helpful?
Previous

Edit reports from the view page

Next