Archive Deals

To keep your CRM pipeline tidy, you'll need to archive old deals at some point.

OnePageCRM gives you a simple way to do this.

A deal can be archived once it has been moved to the Won column of the Sales pipeline or the last stage in the Delivery pipeline.

Sales Pipeline - Click on Move and select Archive from the dropdown.

Pipeline Page | Sales Pipeline | Click on Move and select Archive

Delivery Pipeline - Click on the Archive icon in the deal card.

Pipeline Page | Delivery Pipeline | Click on Move and select Archive

Once a deal has been marked as Won, it will be archived after 30 days by default. This can be configured by clicking on the Gear icon → Configuration tab → once you select an option, click on Save.

You can choose between:

After (X amount) of days - The Won deal will be archived after the set number of days has been reached.

End of each month

Off (archive manually, up to 500 deals)

Gear icon pop up window l Configuration tab l configure archive deal feature.

You can hide the Won column from the Kanban view of the Sales pipeline if you wish.

To do this, click on the Gear icon above the Kanban View → on the Stages tab in the pop-up window at the bottom is the Won deal stage. Toggle the slider to green next to Hide.

Toggle the hide column by clicking on the Gear icon and using the slider under the Stages tab.

Notes:

If the number of deals in the Won column exceeds 500, they will be automatically archived, starting with the oldest deals first.
Archiving a deal will not delete the Won deal from the account.
Archived deals can be viewed in the Deal List and on the Contact Timeline.

Archive Deals

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