Permissions: Job admins or above, who can manage CRM and unattached prospects
Product tier: Available for all subscription tiers
Archiving a prospect pool will retain all historical data for the prospect pool for reporting purposes. Once archived, prospects can no longer be added to the prospect pool.
Click here for more information on prospect pools and stages.
Note: A CRM Admin can archive or restore any prospect pool. However, normal CRM users must be a Prospect Pool Admin to archive or restore a specific prospect pool. To learn more, click here.
Archive a prospect pool
Find the prospect pool and click the Ellipses icon next to the pool name. (CRM > Configure CRM > Ellipses icon)
Select Archive from the dropdown menu. The prospect pool will move to the Archived Pools tab.
Restore an archived prospect pool
Sometimes, if a pool was archived by mistake, or your organization wants to start using a pool again, you will need to restore it to continue adding prospects to the pool.
Navigate to your prospect pools and select the Archived Pools tab.
Find the archived pool and click Restore on the right side of the page.
The pool will not appear on the Active Pools tab and can have new prospects added to it.
Note: You can fully delete the archived pool by selecting the trash can icon . Deleted pools cannot be retrieved.