How do I delete an opportunity?

Updated on July 11, 2020 04:28AM by Admin

  • Log in and access the Opportunities app from your universal navigation menu bar.
  • Select "Lists" dropdown. Click on “Show All” from the left navigation panel. You can view all your opportunities in the dashboard.
  • Select More Details for the Opportunity to be deleted.
Home Page

  • Click on the “Delete” button on the Overview page.

  • You will receive a "Warning popup" asking for confirmation.
Warning Popup

  • Click on the “Yes” button to delete.
Delete Success

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