You can archive customers and workflows if they're no longer relevant for your company to access or update. Once you archive a job or workflow you can't click into it anymore to view information, so be careful about what you choose to archive. There are two types of archiving that you should know about:


1. Archive job: Jobs are kept in the Sighten system indefinitely, although the pipelines sort to show the most recently updated jobs up top.  If a job should no longer appear in the pipeline, you can archive it.  Archiving a job will automatically cancel any active quotes and workflows (signed contracts & processing tasks) for that customer.  The Sighten system currently does not allow having multiple jobs with the same address, however after archiving a job, a new lead can be created using the archived job's address.


2. Cancel workflow: Every signed contract results in an individual workflow in the operations pipeline in the Sighten system. The workflow is for the quote that was signed.  If a customer has a signed contract and at a later time needs to sign a different contract for any reason, archiving the original workflow can be used to prevent multiple workflows from showing as active in the operations pipeline for the same customer.  When you select to archive a customer that has a signed contract, you are given the option of archiving the job, as outlined above, or just canceling the workflow for the quote that was signed.



Tips & tricks

  • Once you archive a job or workflow, you will no longer be able to access it. Be careful about what you archive! 

    • If you are archiving a workflow, copy over any relevant documents to the new workflow before archiving the original workflow & quote. You may want to check out our article on how to handle re-signs and change orders before archiving a workflow.

    • If you archive something by mistake, you need to reach out to support@sighten.io to unarchive it.

  • If documents are out for signature on a job, the job cannot be archived. 
  • Archived jobs will not show up in the pipeline by default, but can be seen if you adjust the pipeline filter to show Canceled. Instructions for the filter are below in "How to do it."
  • You can only archive a job if your company owns it -- if your a financier or a channel manager you cannot archive jobs or workflows. The organization that owns the job must archive it.



How to do it

To archive a job or cancel a quote workflow, click on the gear in line with the customer that is no longer active or desired.  From there, click archive or cancel and proceed to complete the popup modal.  With the pop-up modal triggered from a job in the Ops pipeline, you have the option to cancel the selected quote workflow or archive the entire customer.


Pipeline - Option to archive or cancel


Popup Modal - Customer lead in the Sales Pipeline


Popup Modal - Cancel Workflow in the Ops Pipeline


After canceling a workflow or archiving a job, it no longer accessible.  You will not be able to click into it from the pipeline. If you archive something by mistake, you will have to reach out to support@sighten.io to resolve the issue.


Pipeline - Archived Job 


Pipeline - Using Filters

Using the Filter section to the left of the pipeline of jobs, you can enabled the canceled and archived filters to show the canceled and archived jobs.  This is defaulted to off so that canceled workflows and archived jobs are not displayed upon loading.


Pipeline - Sales: Displaying Archived Jobs


Pipeline - Ops: Hiding Canceled Workflows



If you're canceling a workflow as part of a change order or re-sign process, you might also want to check out: