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Archiving and Restoring Opportunities

Article: 000050751
Updated: July 25, 2024

Opportunities help keep your sales data organized. Learn how to archive opportunities you no longer need and how to restore archived opportunities. Opportunities cannot be deleted.

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.  

Article Contents

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

 

Archiving A Single Opportunity

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.

    Select the opportunity

     

  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.

    Highlighted changes and Blue Save Button

     

Archiving Opportunities in Bulk

There may come a time when you no longer need Opportunities to be active. Opportunities cannot be deleted. You can archive multiple opportunities at once from the Opportunity Manager, which will deactivate them and preserve their information for future reference. 

To archive multiple opportunities, start from Sales > Opportunity Manager in the left toolbar.

  1. Click the checkbox next to the Opportunities that you'd like to archive. 
  2. Click  Archive. 



  3. Enter CONFIRM into the text box.  
  4. Click Archive Opportunities. 

 

It may take some time for your request to process. Once it does, the status of your Opportunities will be updated to Archived. 

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  Settings Cog Icon  Manage Columns in the column header row.

    Click Manage Columns

     

  2. Select the Status checkbox.

    Click Status Checkbox

     

  3. Click the  Caret Up Down Iconcaret-down.png   Sort buttons to show all archived opportunities.

    Click the sort buttons

     

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 the name of an existing opportunity

     

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

    Click Save

     

 

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