Not planned

Opportunity Archive

After I've won an opportunity, the data still shows up in my reports.  I don't need to see, but would still like to keep all of the notes, etc. for future reference.  Would be great to be able to archive the opportunity and keep it out of reports/lists, but still have the data available if I need it later.

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Comments

22 comments
  • Yes please!

     

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  • Great Suggestion Brian!

    At this time you can choose to filter your Opportunities from Open, Close or All.

    We also have a revamped Advanced Reporting feature that we hope to release in beta soon which may help with the Opportunity report. 

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  • Yes this is really needed as it clogs up the contact view.  In addition to this it would be super helpful if opportunities changed colours when their status changed from an open state to a closed state.  We have lists and lists and its hard work spotting the open ones!  See pic below which is just a part of what we see under one contact example!

     

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  • Thanks for the example @Sam

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  • Hi Insightly Support Team,

     

    Do we have an update about the Opportunity archive subject? We just recently lost an Opportunity and we're not sure if what further steps we need to do after that. Do we need to delete the Opportunity? Remove the Pipeline or what not? I know that the current option is to apply a filter such as Open/Closed or All Opportunities however it will be best if we can have clear instructions if what further steps we can do for that lost/closed Opportunity.

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  • Hi Micah:

    Opportunity archiving is not on our road map at this time but with enough votes it can be moved. The comments and votes in the community is valuable  to our product team :)

    If you want to keep the record available for historical purposes you can change the Opportunity State. This is great for reporting on your Opportunity records. Otherwise, you can delete it. However, once deleted that data is no longer retrievable.

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  • Big vote for archiving opportunities! Once an opportunity is won, it would be great to save that opportunity for historical purposes but removing it from reporting would be a major help. The won opps clog up the opportunity reporting and then the cut and pasting from excel to get just the info you wish to show is a further time drain. Maybe the solution is once its converted to a project it pulls out of the opportunity list?? (Not a engineer so that might be nutty!!) But we love the product! So thanks for all your effort!

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  • Yes please - I'm after this same feature

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  •  

    Yes - Love this application and this is the only issue I have.  I do not want to delete the opportunity but would really like to filter them. 

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  • Yes please

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  • Any update on this?

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  • Yes please, after only two years it becomes difficult to use the search and filters

     

    Thank you

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  • I vote in favor of an archiving area... I resorted to deleting the opportunities I won...

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  • The absence of this feature was one of the reasons I stopped using Insightly. It is a shame it still hasn't been added.

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  • Archiving old records is a MUST HAVE feature to create an uncluttered environment where we can stay focused on current.

    I agree with @Michael Nourse that its a shame this feature hasn't been added yet. 

     

     

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  • Again agree 100%... I wish Insightly were a more open system where clients could at least partially customize certain parts of the system/interface...

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  • Hi everyone, 

    Right now although you cannot completely archive an opportunity, choosing a status and then filtering out that status will still allow you to get a desirable view. Likewise, if you wanted to tag an opportunity as "archived" you could create a report and filter out the opportunities with that tag. 

    Here is how it would look:


    Hope this helps!

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  • Hi,

    I really think that you should develop a way to move "Archived opportunities" elsewhere (different folder) and eliminate the need to tag them as "Archived" and then filter the view.

    I also like @Sam's idea to have an option to choose different colors for each opportunity status. Bravo!

    Thanks! 

     

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  • I, too, am looking for the ability to archive opportunities after they have been won or lost.

    The biggest annoyance for me is that when I try to add an email/contact/task/anything to a project using the "Add New Link" box, both the opportunity and the project come up because they usually have the same name.

    Using a tag or filter will not solve that. 

    Consider this another vote for this essential functionality!

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  • This would be invaluable to us too.  I am currently changing the state of the opportunity to 'Abandoned' but this doesn't remove any incompleted Tasks from my Tasks list!  Is there a way of removing unwanted Tasks from Abandoned Opportunities without actually deleting them so that they are still there if the Opportunity becomes 'live' or 'open' again?

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  • Hi Emma:

    You may want to check out the Ideas & Suggestions page to see if bulk Task removal has been submitted by another user as a feature improvement and add your vote. If you don't find it, you can add a new thread :)



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  • Why does this thread have 20+comments but only 5 votes?

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