Please note that the Deals feature is still in beta. We can activate it on demand for your account.
In this article, we will explain how to delete a deal in CRM.
You cannot reopen a deleted deal. If you want to delete a deal because the opportunity has been lost, we recommend you to keep the deal, but change its stage to Closed Lost.
To delete a deal:
- Go to CRM > Deals
- Click the deal you want to delete
- Click Actions
- Select Delete
- Click Delete deal to confirm
⏩ What's next?
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.