Closed deals, lost deals, and when not to delete
How to handle deals that are finished without deleting useful history from your pipeline.
A finished deal is not always one you should delete. Deletion is permanent in Teamopipe, so the safest workflow is usually to move won, lost, or inactive deals into final stages instead of removing them.
The recommended workflow
Create final stages in your pipeline: Won, Lost, Not a fit, On hold. Move finished deals there instead of deleting them. This keeps full history — linked emails, comments, tasks, and the activity log — available if the contact comes back later.
When to delete a deal
Delete only when the record should not exist: test deals, duplicates, spam leads, deals created from the wrong email thread, or records with no useful history.
Free plan limit note
The Free plan has a 25-deal limit. Deleting old test records helps you stay under the limit, but deleting real sales history just to save space creates confusion later. If you actively manage more than 25 real opportunities, Pro is the practical choice.