How to set up an Archive Pipeline in MeasureSquare CRM

How to set up an Archive Pipeline in MeasureSquare CRM

In this article, we will cover how to create an Archive Pipeline and explain its practical applications. This applies to MeasureSquare CRM. 

An Archive Pipeline is used for managing and organizing projects or deals that are no longer active. There may be scenarios when the last stage in a pipeline has an overwhelming number of old or inactive projects which makes the pipeline appear cluttered:


Some practical applications for an Archive Pipeline include:
  1. Organizational Clarity: Streamlines active pipelines by transferring completed, on-hold, or inactive projects to an archive
  2. Data Retention: You can retain information without interfering with active projects. 
  3. Resource Management: You can optimize resource allocation to projects that require immediate attention
  4. Performance Analysis: Archived data can be used to review past performance and inform future decision-making strategies.

To create an Archive Pipeline, follow these steps:

Step 1: Go to ⚙️Settings
Step 2: Select Pipelines & Stages
Step 3: Select New Pipeline to create a new pipeline



Step 4: Fill out the required fields such as the pipeline name and stages
Info
You can set multiple Won/Lost stages to represent different years or even categorize them by the quarter (1Q, 2Q, 3Q, 4Q) 

Step 5: Click 'Save' 




Step 6: Go to Projects view and hover to the pipeline stage. Check the box multi-select the projects that will be transferred to the Archive Pipeline

Step 7: Select "Change Pipeline" and choose the newly-created Archive pipeline. This will transfer all your selected projects to that pipeline




Once you navigate to your Archive Pipeline, you can drag your projects to the desired stage.




For any questions, you may reach out to our Support team via support@measuresquare.com or our CRM experts:

    • Related Articles

    • How to Customize Pipelines & Stages in MeasureSquare CRM

      In this article, we will cover what the pipeline page is and how to make your own custom pipeline fit for you and your team. Additionally, we will show how to create a sales pipeline to indicate projects that are 'Won' and 'Lost'. This applies to ...

    • How to Customize Pipelines in MeasureSquare CRM

      In this article, we will cover how to set up and customize pipelines in MeasureSquare CRM This article applies to MeasureSquare CRM. 1. From the homepage, click on your profile in the top right corner then click on Settings 2. To view pipelines, ...

    • How to Import Contacts in MeasureSquare CRM

      In this article, we will cover how to import contacts into MeasureSquare CRM via CSV, XLS, or XLSX. This article applies to MeasureSquare CRM. 1. From the homepage, navigate to the Contacts tab under Sales 2. From the Contacts tab, click on the ...

    • How to Archive and Un-Archive Projects on the MeasureSquare Cloud

      In this article we will be going over how to archive projects on the MeasureSquare Cloud. This can prevent crashing on iPad devices as having hundreds of projects on a system can cause issues. This article applies to MeasureSquare Cloud. Archive: ...

    • How to Set Up your Trial Account on MeasureSquare CRM

      In this article, we will cover how to set up your trial account in MeasureSquare CRM This article applies to MeasureSquare CRM. IMPORTANT: Only one user from your team should click the link to set up a trial of the CRM. Once the account is set up, ...