How to delete an Opportunity

opportunities

RealtimeCRM grants you the ability to delete multiple or individual Opportunity records at once, we will go through each option in this article

Deleting an individual record

  • Click on the Opportunities panel in the left hand sidebar
  • Select the Opportunity record you wish to delete
  • On the right hand side of the ‘Opportunity details’ bar click the Delete button
  • A warning box should open, if you wish to continue with the record deletion simply click ‘OK’ and the record will be deleted

Deleting individual opportunity

Deleting multiple Opportunity records

  • Click on the Opportunities panel in the left hand side bar
  • Your Opportunity records will be displayed in list view, next to each record there is a check box
  • Click on the check boxes next to the Opportunity records you wish to delete
  • The selection should be highlighted then click the Manage selected button and from the drop-down menu click ‘Delete selected records’
  • A warning box will appear, if you wish to continue with the deletion simply click ‘OK’ and the selected records will be deleted

Deleting multiple opportunities