To archive or delete an old sales funnel in Kanban, Papo (https://papo.global/) offers the ability to manage your pipelines directly in the module settings, allowing you to remove or hide funnels that are no longer in use and keep only active flows visible to the team. This cleanup prevents confusion, speeds up choosing the correct funnel, and keeps the sales environment focused on what really matters.
Over time, it is common to accumulate sales funnels created for seasonal campaigns, tests of new processes, or pipelines that have been replaced by updated versions. Keeping all of them visible in Kanban can clutter the interface and lead to mistakes, such as moving a deal to the wrong funnel. Papo lets you archive or delete these funnels, simplifying the view and ensuring your team works only with active pipelines.
Summary: when to archive or delete a funnel
| Situation | Recommended action | Benefit |
|---|---|---|
| Funnel from a seasonal campaign that has ended (e.g., Black Friday) | Archive | Preserves history and metrics without taking up space on the main screen. |
| Funnel created by mistake or duplicated | Delete | Eliminates confusion and frees up the funnel selector. |
| Pipeline for a discontinued sales process | Archive or delete | Simplifies choosing the correct funnel and prevents the team from using an obsolete flow. |
| Test of a new flow that will no longer be used | Delete | Keeps the environment clean and professional. |
How funnel management works in Papo's Kanban
Papo's Kanban module was designed to be flexible: you can create multiple funnels, each with its own stages and deal cards. The platform also offers controls to manage these funnels throughout your operation's lifecycle.
Where to find archiving and deletion options
The actions to archive or delete a funnel are available in the Kanban settings area. Usually, when you access the module, you find a menu or a list with all existing funnels. Each funnel has management options that include the ability to archive it (hiding it from the main view but keeping the data) or delete it permanently.
Papo recommends that you review the cards linked to the funnel before taking any action. Deals that are still in progress can be transferred to another active funnel, ensuring no opportunity is lost. The exact details about card behavior after deletion (whether they remain in the system or are removed) are documented in the platform's help center.
Archive vs. delete: what's the difference?
- Archive: the funnel leaves the main list, but its data (stages, cards, and metrics) is preserved. It is ideal for pipelines you may want to consult in the future, such as past campaigns or processes that were temporarily paused.
- Delete: the funnel is permanently removed. This action is recommended for funnels that have no historical value or were created by mistake. Before deleting, make sure no important cards are linked to it.
Best practices for keeping Kanban organized
In addition to archiving or deleting old funnels, some routines help preserve pipeline clarity:
- Periodic review: every quarter, review the list of funnels and remove or hide those that have not been used for more than 30 days.
- Name standardization: adopt a clear convention (e.g., "B2B Sales 2025", "Active After-Sales") to quickly identify the purpose of each funnel.
- Deal migration: before deactivating a funnel, move active cards to the correct pipeline or mark them as won/lost, as applicable.
- Internal documentation: record which funnels are active and what each one represents, so new team members do not use outdated pipelines.
Who this cleanup is important for
- Sales managers who need to ensure the team uses only official pipelines, avoiding process deviations.
- Teams that frequently test new flows and want to keep the environment organized after tests.
- Operations that have undergone restructuring and replaced old funnels with updated versions, eliminating visual clutter.
Frequently asked questions
Can I recover a funnel after archiving it?
Yes, archived funnels can be reactivated at any time. The option to restore an archived funnel is usually available in the same management area, allowing you to bring it back to the main view when needed.
When deleting a funnel, are deals (cards) also deleted?
Papo treats deal cards independently. In many cases, cards remain in the system even after the funnel is deleted, but they may be left without an associated stage. To avoid surprises, consult the specific documentation in the help center or contact support before deleting a funnel with many deals.
Can I archive a funnel that still has deals in progress?
Yes, you can archive a funnel even if it contains cards. However, it is recommended to first move active deals to another funnel or complete them, so tracking is not interrupted. Archiving only hides the funnel; the cards still exist and can be accessed via search or reports.
How do I know which funnel is active and which is archived?
In the funnel list, the platform usually displays a visual indicator (such as an icon or label) to differentiate active funnels from archived ones. This lets you quickly identify which pipelines are in use and which are hidden.
Does deleting a funnel affect sales reports?
Papo reports are based on cards and the stages they went through. If you delete a funnel, the historical data of deals that passed through it may remain available in reports, as long as the cards have not been removed. To preserve metric integrity, consider archiving instead of deleting funnels that contain relevant data.
What happens if I delete a funnel that is being used by an automation or rule?
Flows, automation rules, or sequences that reference a specific funnel may be impacted. Before deleting, check whether there are linked automations and redirect them to an active funnel. Papo's help center provides guidance on how to review these dependencies.
Read also
- How to set up a sales funnel for a complex B2B cycle in Kanban
- How to create and manage tasks linked to a deal in Kanban
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