Frequently asked questions
How to delete a deal?
To remove Deal, you can do so in the Deals List or in the Deal Card itself.
Deleting deal in Deals list:
1.Open Deals window.
2.Choose Sales pipeline, where needed deal is.
3.Choose view as List.
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4.Check checkbox of one or multiple deals which you want to delete.
5.Click on trash can icon that appears on the bottom right corner.
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Deleting deal in it’s card:
1.Open needed Deal.
2.Click on settings icon on top right corner.
3.Choose Delete.
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