# CRM - Deleting Opportunities

Deleting opportunities in the CRM allows you to remove records that are no longer needed or that were created incorrectly.\
This action can be performed in **3 different ways**, depending on your needs.

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### Attention

* 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
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{% embed url="<https://youtu.be/kIeN3B19AXE>" %}

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### Ways to delete opportunities

#### 🔹 1. Individual deletion (manual)

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

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#### 🔹 2. Bulk deletion (action bar)

Recommended when you need to delete several opportunities at the same time.

**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

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#### 🔹 3. Deletion via automation

Recommended 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

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### 💡 Tip

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.

{% content-ref url="../crm-automations/crm-automation-to-archive-opportunities" %}
[crm-automation-to-archive-opportunities](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-to-archive-opportunities)
{% endcontent-ref %}