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:
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:
Click the 3 dots in the top right corner and select Archived pipelines as shown below:
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:
Please let me know if you have any additional questions!