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How to Archive a Deal From the Command Center?

In this article, you will learn how to archive a deal from the command center.

Salma Castillo avatar
Written by Salma Castillo
Updated this week

1. Click On "Sales Pipeline"

Click on Sales Pipeline


2. Identify The Deal Card You Want To Archivee

Identify the deal card you want to archive


3. Click On The Name To Open The Command Center

Click on the name to open the command center


4. Select The Three-dots Button To Open The Menu

Select the three-dots button to open the menu


5. From The Dropdown, Select The Archive Option

When You Archive A Deal Card, You Can Still Access It By Going To The Person’s Contact And Reopening The Deal Card From There

From the dropdown, select the archive option

6. Click On "Yes, Archive It!"

Click on Yes, archive it!

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.


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