Deleting and Restoring Opportunities Print
Modified on: Mon, 26 Feb, 2024 at 1:50 AM
Deleting an opportunity removes it from the active pipeline. Once an opportunity is deleted, it is no longer visible in the active opportunities list, but its data is retained in the system and can be restored if needed for upto 60 days. This allows users to declutter their pipeline by removing outdated or irrelevant opportunities while preserving the option to recover them later if necessary.
TABLE OF CONTENTS
Step-by-Step Guide: Deleting Opportunities
Step 1: Accessing the Opportunities Section
Log in to your account.
Navigate to the "Opportunities" section from the main dashboard or sidebar menu.
Step 2: Deleting the Opportunity
Locate the opportunity you wish to delete from the list of active opportunities.
Click on the opportunity to open its details page.
Click on the Delete icon on the bottom row to delete the opportunity.
Confirm deletion operation to delete that opportunity.
Step-by-Step Guide: Restoring Opportunities
Step 1: Accessing the Audit logs
Select Settings on the sidebar menu
Click on Audit Logs
Step 2: Filter out Deleted opportunities
Under action filter on the top right, select "Deleted"
Under Module filter on the top right, select "Opportunities"
This will show you all the Deleted opportunities in the last 60 days. You can also check how these opportunities were deleted in the same place.
Step 3: Restore the deleted opportunity
For the opportunity you'd want to delete, click on the 3 dots icon on the right.
Select the option to Restore opportunity.
The opportunity is now restored.
