Pipedrive launched Archiving. It will SAVE you upgrading your plan!

As your sales data grows, keeping your workspace clean and efficient becomes more important.

Archiving lets you remove inactive leads and deals from your active view without losing historical data, helping you stay focused and improve system performance.

When to Archive Leads and Deals

You can archive any lead or deal that is no longer actively managed. Here are common scenarios:

1. Inactive for a Long Time

• No updates or activity in the last 6–12 months

• No upcoming tasks or expected follow-ups

2. Closed or Stale

• Lost deals or cold leads that won’t be revisited

• Won deals that have been delivered or completed

• Disqualified leads

3. Low-Priority or Low-Value

• From past campaigns, experiments, or exploratory work

• Not aligned with current business goals

4. For Record-Keeping

• Needed for compliance, audits, or reporting—but not day-to-day operations

How to archive leads and deals

Archive individually

In a deal or lead detail view, click Archive from the “...” menu (for deals) or button (for leads).

In the list view (for deals only), click on the ”...” button followed by ”Archive”.

Archive in bulk

In the leads or deals list view, select multiple items and click Archive.

What Happens When Items Are Archived

• Deals retain their original status (Open, Won, or Lost)

• The Archive status is set to “Archived”, along with a timestamp

• Automations and webhooks linked to record changes may be triggered

Using Archive Status in Automations

the Archive status field can be used as a condition or action in automations.

Examples:

• Trigger automations when items are archived or unarchived
  → Use changes to the Archive status field to trigger follow-up actions (e.g., notify a user, log activity)

• Automatically archive stale items
  → Set rules to archive leads or deals after a period of inactivity (e.g., no activity in 3 months, or 1 month after a deal is marked Won/Lost)

• Automatically archive stale deals or leads – Set up automations to archive items after a period of inactivity (e.g., no updates or activities in the last 3 months or 1 month after winning/losing a deal)

• Add changes to deals once they're archived

View archived items

Archived leads and deals are accessible throughout Pipedrive and marked with an “Archived” indicator.

Deals

In the Deals list view, open the Archive tab.

And as linked items in persons, organizations, activities, projects, sales inbox, products and hover cards.

Leads

In the Leads list view, open the Archive tab.

And as linked items in the person detail view, the activity detail view and the sales inbox.

Unarchive individually

In the detail view, click ”Unarchive”.

Unarchive in bulk

In the archived items list view, select multiple items and click ”Unarchive”.

Note: If a deal’s pipeline or stage no longer exists, the deal won't show in any pipeline until a pipeline and stage are assigned.