Help / Video tutorials / Agents: running deals
Reopen, archive and delete
Reopen a finished deal, archive it out of the way and restore it, or delete an archived deal for good.
1:59 · Captions included · 5 chapters
Updated since this video was made
- Changed (Nov 1, 2026): An archived deal's client board now reads “This deal has been archived by your agent” (it no longer says “escrow”).
- Changed (Nov 1, 2026): An archived deal's header says “This deal is archived” (no countdown) and its Automatic nudges show “Paused”. After Delete forever, your dashboard shows a one-time “Deal deleted.” note.
- Changed (Nov 1, 2026): You no longer have to delete archived client deals before deleting your account: past deals with clients on them go with the account, after Settings → Delete account offers “Download all my deal records” and asks you to confirm. Clients lose those boards and aren't emailed.
Read the transcript
When a deal is over, you can reopen it, archive it out of the way, or, once it's archived, delete it for good.
This deal closed as Buyer backed out. If it comes back to life, click Reopen deal at the top.
It's active again. The outcome is cleared, the timeline can be edited, and the next close asks how it ended.
To put a finished deal away, open its Settings tab. Under Archive, click Archive deal.
It asks, Archive this deal? Click Archive to confirm.
Now it's off your active list and read-only, and its reminders stop. Everything is kept, and Restore deal brings it back.
Morgan's board now says the escrow has been archived by the agent. The timeline and documents stay there for the records.
Archived deals don't count as active deals, so they never use up your plan. The Closed tile shows how many are archived.
To find one again, click the Archived filter on your dashboard. Each archived deal has a Restore button.
Click Restore, and the deal comes back exactly as it was. This one had closed, so it's back under Closed.
Deleting is permanent, so it only works on archived deals. Until then, Settings says: Archive it first.
On this archived deal, open Settings and click Delete this deal forever.
It warns that this permanently removes the timeline, comments, documents and client access. To confirm, you type the property address.
Until it matches, the button stays off. Capitals, commas and spaces don't matter.
Click Delete forever, and you're back on your dashboard. The deal is gone for good.
That's it: reopen any time, archive to tidy up and restore in one click, and delete forever only when you're sure.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Agents: running deals
2:16Your dashboard explainedRead your dashboard: health badges, what clients have viewed, what needs you soon, and filters to find any deal.
1:38The Today listYour Today list puts overdue work first, so you can mark steps done and nudge clients in one place.
1:42Tick steps and what your client seesCheck off steps as they happen, and see the update and text your client gets each time.