How to archive a deal
From the dashboard
- Click the menu icon on the deal card
- Select Archived
- Confirm the change
From Homie chat
Ask: “Archive this deal”What archiving does
- The deal moves out of your Active filter view
- All documents, data, and chat history are preserved
- You can still find the deal using the Archived or All filter
- You can still open and view everything inside the deal
Restoring an archived deal
If you need to bring a deal back to active status:- Find it using the Archived or All filter
- Open the deal or use the menu
- Change the status back to Pre-Contract or Under Contract
When to archive vs. cancel
| Use Archive when… | Use Cancel when… |
|---|---|
| The deal closed successfully | The deal fell through |
| You want to keep it for records | The transaction was terminated |
| The transaction is complete | You need to indicate it didn’t close |