Excluding Closed Won & Lost Opporutnities from Pipeline List

Unfortunately, setting up filters won't prevent users to access won/lost opportunities.
To hide Won/Lost opps from users, I'd suggest employing Sugar out-of-the-box Team security capabilities.

See an example of how Will Westin's opportunity disappear from his opps list on opp closing:
4251.HideClosedOpps.mp4

To configure this:
1) Login with admin-level credentials to Sugar
2) Navigate Admin->Team Management
2) Set up a new Team - name it "Archive" and Save
3) Using subpanel for the brand new "Archive" team to the team those regular users that should have access to the won/lost opportunities (skip these steps if only admins must have access to closed/won opps).
4) to initialize Team Set ID for the brand new "Archive" team, please perform the following one-time operation: create a Note record, providing in AssignedTo to a current user (with admin-level privileges) , set primary Team = "Archived" then Save this Note.
5) employ Logic Builder no-code tool to configure logic of changing Opp's team to "Archive" automatically on Opp is closed.

Here is the logic drawing (zoom in, then follow the white line to read)


In case you have no access to Logic Builder yet (https://logicbuilder.integroscrm.com) , I made this for you - it took just 5 minutes of configuring, - so here is a zip file, that you may install to your Sugar via Module Loader.

7215.SetOppArchived.zip

As soon as this zip is installed to Sugar,  if Opp is closed, the user won't see the Opp in any Sugar list and have no access to it until Team is set back manually enabling Opp visibility for the user.

In case your Sugar instance is Sell or Enterprise and you also would like to limit users' access to RLIs on their Opp is closed - let me know, - it should take another 5 min for me to cover this use case with the Logic Builder no-code tool configuring.

I hope this helps.

Unfortunately, setting up filters won't prevent users to access won/lost opportunities.
To hide Won/Lost opps from users, I'd suggest employing Sugar out-of-the-box Team security capabilities.

See an example of how Will Westin's opportunity disappear from his opps list on opp closing:
4251.HideClosedOpps.mp4

To configure this:
1) Login with admin-level credentials to Sugar
2) Navigate Admin->Team Management
2) Set up a new Team - name it "Archive" and Save
3) Using subpanel for the brand new "Archive" team to the team those regular users that should have access to the won/lost opportunities (skip these steps if only admins must have access to closed/won opps).
4) to initialize Team Set ID for the brand new "Archive" team, please perform the following one-time operation: create a Note record, providing in AssignedTo to a current user (with admin-level privileges) , set primary Team = "Archived" then Save this Note.
5) employ Logic Builder no-code tool to configure logic of changing Opp's team to "Archive" automatically on Opp is closed.

Here is the logic drawing (zoom in, then follow the white line to read)


In case you have no access to Logic Builder yet (https://logicbuilder.integroscrm.com) , I made this for you - it took just 5 minutes of configuring, - so here is a zip file, that you may install to your Sugar via Module Loader.

7215.SetOppArchived.zip

As soon as this zip is installed to Sugar,  if Opp is closed, the user won't see the Opp in any Sugar list and have no access to it until Team is set back manually enabling Opp visibility for the user.

In case your Sugar instance is Sell or Enterprise and you also would like to limit users' access to RLIs on their Opp is closed - let me know, - it should take another 5 min for me to cover this use case with the Logic Builder no-code tool configuring.

I hope this helps.

Hi Dmytro, 

Thank you appreciate it -   however it doesnt seem to have fixed it - when i set an opportunity to closed won what happened is it set the teams to blank not archive.