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Archive a Deal / Unarchive a Deal / Delete a Deal

Learn how to remove a deal from your pipeline by archiving or deleting the deal. Learn how to unarchive a deal.

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Written by Jointly Support
Updated over 2 weeks ago

Archive a Deal

To archive a deal, click the 3 vertical dots on your deal card and select Archive deal

Once archived, the deal will remain in your Archived tab unless you unarchive it.

Unarchive a Deal

To unarchive a deal, click the "unarchive" icon on the right side of the page.

Delete a Deal

To permanently delete a deal, you must reach out to Jointly support to have us delete it for you. This is to help with compliance, so you don't accidentally delete a deal by mistake. Click the support icon to chat with us.

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