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How to Archive/Unarchive an Opportunity?
How to Archive/Unarchive an Opportunity?

Learn how you can archive and unarchive an opportunity.

Beste Ozer avatar
Written by Beste Ozer
Updated over a week ago

There are 2 ways to archive/unarchive an opportunity:

Activity > Leading

  • You will click on the Activity button from the top menu.

  • From there, you need to be in the Leading section.

  • You will find the opportunity you want to archive then go to the three dots under Actions to archive the opportunity.

  • You can use the same three dots to unarchive the opportunity.

Organisation Page > Opportunities

  • You will need to be the admin of the organisation that leads the opportunity.

  • You will go the organisation page and view it as the admin and then you’ll go to Opportunities tab.

  • From there, you find the opportunity you want to archive and then go to the three dots under Actions to archive the opportunity.

  • You can use the same three dots to unarchive the opportunity.

User/visitor view for archived opportunities:

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