How do I archive specific Proposals?

This article outlines how a user can archive/remove proposals from their campaign hub view

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  • To archive, a proposal, click the ellipses to the right of the proposal in Campaign Hub and click "archive."
    • Only proposals that are "draft" or ready for sale can be archived. Sold proposals or proposals that are under review can not be archived.
  • Once the modal appears, click "yes." This will change the status of the proposal to "Archived."
  • Once a proposal has a status archived, it will filter out of the main campaign hub view. To view an archived proposal, filter for archived proposals specifically within the sidebar

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Find the archived proposal and click the ellipses to restore an archive proposal. By doing so, the proposal will go back to "draft" and appear in the Campaign Hub view again.

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