How to view archived items in Pipeline
Click on 'Pipeline' at the top of your desktop dashboard (Homepage).
On the far left of the Pipeline page, under the heading Pipeline, there is a panel and underneath 'Jobs' you can click 'Archived Items.'
Clicking on 'Archived Items' will allow you to easily find, filter, and unarchive your archived leads, estimates, and jobs.
You can choose to search 'Leads', 'Estimates', or 'Jobs' by clicking one of these options in the panel below Archived Items. Underneath this panel is a 'Search' field. Click the magnifying glass icon to search by 'Lead number', Estimate number' or 'Job' number.
You can also click the blue 'Filter' icon to the left of the 'Search' bar to search by 'Employee name', 'Tag name', 'Created date', or 'Customer' (By customer name, email, phone number or address')
Once you've completed your search you can click the 'Blue Arrow' icon to the far left of the selected row. This will automatically unarchive that 'Estimate', 'Job' or 'Lead'.
This feature is designed to help narrow your pipeline search and quickly access any archived items with any of your desired filters.
Important columns to note when unarchiving Pipeline items:
Status Column on the Pipeline archived table view:
On the archived table view, you will see a 'Status' column that shows the Pipeline status of each item (won, lost, approved, paid, etc.)
If it did not previously have pipeline status, the Status column will display a dash (-).
This column can help you quickly identify the current status of each item and determine if it is ready to be unarchived.
Action column on the Pipeline archived table view:
In the Action column, you will see an undo symbol (arrow) that represents an option to unarchive.
This button allows you to unarchive an item and return it to its previous status in the pipeline.
Simply click the button to unarchive the item.