How to Archive or Delete Old Pipelines Safely

Overview
To declutter your UI, archive pipelines you no longer use without losing historical deal data, or delete them once fully obsolete.

Steps

1. In Leads → Pipelines & Stages, click Archive or Delete next to the pipeline.

2. If archiving, confirm—archived pipelines hide from dropdowns but still show past deals in reports.

3. If deleting, reassign or close any active deals when prompted, then confirm.

Tips

• Archive before deleting to preserve the option to restore if needed.

• Export historical deals first for audit purposes.

• Use clear naming conventions for archived pipelines (e.g. prefix with “Old_”).

Troubleshooting / FAQs

• Archive option not visible: Only Admins or Pipeline Owners can archive—check your permissions.

• Cannot delete pipeline with active deals: Move or close all deals first to proceed.

• Archived pipeline still appears: Refresh and clear filters, or check if your user role has view‑archived permissions.