In this article, we will explain how to delete a deal in CRM.
❗️ Important
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?
- Add related contacts to a CRM deal
- Filter your CRM deals
- Mark a deal as Won or Lost
- Reopen a closed deal
🤔 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.