Archiving and Restoring Opportunities

Opportunities are created and added to the Pipeline to monitor progress across deal stages in the sales process. 

You can track the estimated revenue, estimated close date, and the contacts included in a specific opportunity. In Lead Gen & CRM, opportunities are represented as cards in the Pipeline and can be easily moved to a different deal stage as the opportunity moves across the sales process timeline.

This article will show you how to archive an opportunity you no longer need, and how to restore an archived opportunity.  

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Article Contents

• Archiving Opportunities
• Viewing Archived Opportunities
• Restoring Opportunities

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Archiving Opportunities

There may come a time when you no longer need an opportunity to be active. Opportunities cannot be deleted. You can archive the opportunity, which will deactivate it and preserve its information for future reference. 

To archive an opportunity, start from the Sales > Opportunity Manager in the left toolbar.

1. Click a created active opportunity.
   
   

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2. Click the Overview tab.
3. In the Opportunity Fields section, select Archived from the Status drop-down menu. 
   
   
   Note: Opportunities can be edited while archived.
4. Click Save.
   
   

   Click to enlarge.

Viewing Archived Opportunities

Archived opportunities will remain in the list of all opportunities. You may want to view only those opportunities that are archived. 

To view archived opportunities, start from the Sales > Opportunity Manager in the left toolbar.

1. Click   Manage Columns in the column header row.
   
   

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2. Select the Status checkbox.
   
   

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3. Click the    Sort buttons to show all archived opportunities.
   
   

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Archived opportunities will be sorted and grouped together in the list of all opportunities.

Restoring Opportunities

You can restore archived opportunities as necessary.

To restore an archived opportunity, start from the Sales > Opportunity Manager in the left toolbar.

1. Click the name of an archived opportunity.
   
   

   Click to enlarge.

2. Click the Overview tab.
3. In the Opportunity Fields section, select Open from the Status drop-down menu. 
4. Click Save.
   
   

   Click to enlarge.