Deleting Opportunities

You can delete opportunities, for example, after you have concluded a deal.

Only closed opportunities can be deleted.

To Delete Opportunities:

  1. Open the Delete Opportunities window.

  2. On the Opportunity tab, in the Field field, enter Opportunity No.

  3. In the Filter field, click the AssistButton to the right of the field to see the closed opportunities.

  4. Select the closed opportunity that you want to delete and click OK.

After you have deleted an opportunity, the program removes it from the Opportunities window.

Related Topics

The Delete Opportunities Batch Job

Moving Opportunities to the Previous Stages

Moving Opportunities to the Next Stages

Skipping Sales Cycle Stages