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Deleting an Opportunity

Working with Opportunities

1) Navigate to Opportunities #

Go to the Opportunities section from the main navigation menu.

2) Select Opportunities #

Tick the checkbox next to the opportunity you want to delete. You can also select multiple opportunities at once if needed.

3) Open the Menu #

Click on the downward-facing menu located above the opportunities grid.

Working with Opportunities

4) Delete Option #

Choose the Delete option from the dropdown menu.

5) Confirm Deletion #

Confirm the action by clicking “Mark as Delete.”

6) Completion #

The selected opportunities will now be removed from the system.

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