How to Delete a Deal

Only users with the correct permissions can delete deals. If you don’t see the delete option, contact your admin.

From the Deal Profile Page

1. Open the deal profile you want to delete.
2. Click Actions.
3. Select Delete.
4. Confirm the deletion to permanently remove the deal.

From the Deals Tab (List View)

1. Go to the Deals tab.
2. Check the box next to the deal name you want to delete.
3. Click More.
4. Select Delete.
5. Confirm the deletion.

If you accidentally delete a deal, you can recover it by finding it in the Recycle Bin. Deleted items will stay in the Recycle Bin for 30 days, after which they're permanently deleted and can't be recovered.