How to archive an opportunity

Overview

Archiving an opportunity removes it from your active workspace views without deleting it. Use this when an opportunity has been addressed, is no longer worth pursuing, or doesn't need to appear in active views right now.

Before you start

  • Archiving applies to the opportunity itself, not to a single card placement. Archiving an opportunity removes it from all journeys and libraries across the workspace.
  • Archiving an opportunity will also archive its child opportunities and solutions — unless a child still has at least one other active parent.
  • Archived opportunities are read-only. You can still open them for reference, but editing is disabled.

How to archive an opportunity

From the Opportunities Library

  1. Go to the Opportunities Library.
  2. Select the checkbox next to the opportunity or opportunities you want to archive.
  3. A black action bar appears at the bottom of the screen.
  4. Click Archive.

From the opportunity card

  1. Open the journey or library where the opportunity appears.
  2. Click the three-dot menu in the top-right corner of the opportunity card.
  3. Select Archive everywhere.

How to find archived opportunities

Archived opportunities are hidden by default. To show them:

  1. Go to the Opportunities Library.
  2. Open the filter options.
  3. Choose one of the following:
    • Include archived — shows active and archived opportunities together
    • Archived only — shows only archived opportunities

How to unarchive an opportunity

You cannot unarchive an opportunity if it would become an orphan (meaning it has no active parent). Make sure at least one active parent exists before unarchiving.

From the Opportunities Library

  1. Go to the Opportunities Library and apply the Archived only or Include archived filter.
  2. Select the checkbox next to the opportunity or opportunities you want to unarchive.
  3. A black action bar appears at the bottom of the screen.
  4. Click Unarchive.

From the opportunity card

  1. Find the archived opportunity using the filter options above.
  2. Click the three-dot menu in the top-right corner of the opportunity card.
  3. Select Unarchive everywhere.

When you unarchive an opportunity, its child opportunities and solutions are unarchived by default. You can choose to leave certain children archived.

Tips

  • If you're unsure whether to archive or delete, archive first. You can always delete later, but you can't undo a deletion.
  • Check child opportunities and solutions before archiving — if any are still active work under a different parent, they won't be affected.
  • Use Archived only to do a periodic review and decide if past opportunities are worth restoring.