Archive and restore opportunities
Remove an opportunity from active sales work while keeping its data and history.
Where to goDeal → Archive; Deals → More filters → Archived deals → Restore
Before you start
Use your own authorised staff account in the intended Britixo workspace. The Sales CRM module must be available and your role must include the permissions stated above. Existing leads, customers, communications and customer portal pages retain their normal access rules.
Follow these steps
- Open the intended deal and choose Archive.
- To find it again, select Archived deals in More filters and choose Apply.
- Open the archived opportunity and choose Restore when it should return to active work.
- Reset the archive filter to Active deals and verify the restored record.
Behavior and limits
- Archiving does not delete the deal, activities, custom values or history.
- Archived deals do not appear in active pipeline totals or forecasts.
- Archived deals cannot be edited, moved or given new activities until restored.
- Archiving or restoring cancels any pending stage request. A fresh request is needed afterward.
Check it worked
- Confirm that the archived record is accessible through the archive filter and that restoration returns it to the active view.
Troubleshooting
- If the record remains absent, also check pipeline, owner, outcome and date filters.
- If another edit occurred, refresh the deal before retrying the archive or restore action.