Older deals become candidates for archiving as your pipeline builds up.
What you do
You can archive a deal yourself from the deal list at any time. Archiving takes it out of your active pipeline so search and filters stay quick.
What happens to the data
Archiving does not delete anything. The deal, all application data, and documents stay in the system, so you can revisit that client later or start a fresh deal for them without re-entering their information.
If you want a deal permanently removed rather than archived, email contact@levr.ai. Full deletion is handled by request so it is done properly.
Related
How do I quickly find or filter a specific deal in my pipeline?. Search and filters let you pull an archived client back up in seconds.
Should I practice with a mock deal before I go live, and will it cause problems?. Explains how practice deals are treated so they do not clutter your pipeline.
How do I rename a business if the name is showing incorrectly?. Useful when tidying up old records rather than archiving them.
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