CRM - Deleting Opportunities
Ways to delete opportunities
🔹 1. Individual deletion (manual)
🔹 2. Bulk deletion (action bar)
🔹 3. Deletion via automation
💡 Tip
CRM - Automation to Archive OpportunitiesLast updated
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Deleting opportunities in the CRM allows you to remove records that are no longer needed or were created incorrectly. This action can be performed in 3 different ways, depending on your needs.
Deletion is permanent and irreversible
Only users with the proper permissions can perform this action
Review the information before deleting, especially in bulk actions or automations
Ideal for removing a specific opportunity.
Step by step:
1️⃣ Access the CRM
Go to Menu > General > CRM
Or use the field “Find services”
2️⃣ Locate the desired opportunity
3️⃣ Click on the opportunity
4️⃣ Select the option “Delete”
5️⃣ Confirm the action
Recommended when you need to delete several opportunities at once.
Step by step:
1️⃣ Access the CRM
2️⃣ Select the desired opportunities
3️⃣ Use the action bar displayed on the screen
4️⃣ Click on “Delete”
5️⃣ Confirm the deletion
Suitable for scenarios where deletion must happen automatically based on rules.
Usage examples:
Delete opportunities with a certain status
Remove opportunities after a period of time
Automatic cleanup of invalid records
How to configure:
1️⃣ Access the Automations
2️⃣ Create or edit an automation
3️⃣ Define the trigger (e.g.: status change, time, etc.)
4️⃣ Add the action “Delete opportunity”
5️⃣ Save and activate the automation
If you don't want to lose the history, use the option to archive the opportunity. That way, it will no longer appear in the main listings, but it will remain recorded in the system.
CRM - Automation to Archive OpportunitiesLast updated
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