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How to archive old or stale deals and how to unarchive deals.
How to archive old or stale deals and how to unarchive deals.

unarchiving, archiving, filter

Marnie George avatar
Written by Marnie George
Updated over a week ago

Archiving Deals

Sometimes a deal is simply going nowhere or you have completed a bunch of deals and finished your compliance and don't want to see them in your portal every day.  Deals are not deleted in Finmo, just archived.   If you need that deal again, it can be re-opened any time by unarchiving it :)


How to Archive a deal - condensed view

1. Click into your deal menu by selecting the handshake icon.

2. Make sure your menu view is set to the condensed view option.

3. Find the deal you want to archive and click on "+"

This will open up an extended view with more details for the deal you have selected.

4. Select "Archive" and that deal will disappear from your deal portal.


How to archive a deal - extended (table) view

  1. Click into your deal menu by selecting the handshake icon

  2. Scroll over to the far right, finding the "Archive" column and clicking on the archive icon.


How to find or unarchive an archived deal - condensed view

  1. Click on the handshake icon to open your deal dashboard.

  2. Click on"Filter" and check off "Archived deals" This will now display any archived deals you have on your deal portal .

  3. Find the deal you want to unarchive and click "+".

  4. Select "Unarchive".

That deal will now re-appear on your deal portal.  


How to find or unarchive an archived deal -extended (table) view

  1. Click on the handshake icon to open your deal dashboard.

  2. Click on"Filter" and check off "Archived deals" This will now display any archived deals you have on your deal portal .

  3. Find the deal you want to unarchive scroll to the right to the "Archived" column.

  4. Click the up arrow to unarchive the deal.

    That deal will now re-appear on your deal portal.


    If for any reason you need assistance, please feel free to contact us at support@finmo.ca or click the chat button.

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