How do I archive and restore a Fundraising pipeline?

Learn how you can archive, and restore, a Fundraising Pipeline.

Archiving fundraising pipelines is great if you want to keep historical fundraising information but no longer need it in your active Fundraising view. To archive

Archive a Pipeline

To archive a Fundraising pipeline, start by navigating to the respective pipeline. Click the 3 dots in the top right corner and select Archive as shown below: 

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From here, a window will appear asking you to confirm you want to archive your pipeline. Click Archive. More on viewing and restoring your archived pipeline below: 

Restore an Archived Pipeline

To view or restore an archived pipeline, start by navigating to your Fundraising section from the left-hand side navigation as shown below: 

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Click the 3 dots in the top right corner and select Archived pipelines as shown below: 

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From here, we will display any of your archived Fundraising pipelines. You can view the pipeline or click the 3 dots and select Restore to un-archive your pipeline as shown below:

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Please let me know if you have any additional questions!