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How do I archive and restore a Fundraising Pipeline?

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

Matt Preuss avatar
Written by Matt Preuss
Updated over 10 months ago

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:

CleanShot 2022-09-01 at 12.47.53@2x

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

CleanShot 2022-09-01 at 12.49.14@2x

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:

CleanShot 2022-09-01 at 12.51.49@2x

Please let me know if you have any additional questions!

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