Deleting an Opportunity

RealtimeCRM grants you the ability to delete multiple or individual Opportunity records at once, we will go through each option in this article

Deleting an individual record

• Click on the Opportunities panel in the left hand sidebar
• Select the Opportunity record you wish to delete
• On the right hand side of the ‘Opportunity details’ box click the Delete button
• A warning box should open, if you wish to continue with the record deletion simply click ‘OK’ and the record will be deleted

Deleting multiple Opportunity records

• Click on the Opportunities panel in the left hand side bar
• Your Opportunity records will be displayed in list view, next to each record there is a check box
• Click on the check boxes next to the Opportunity records you wish to delete
• The selection should be highlighted then click the Manage selected button and from the drop-down menu click ‘Delete selected records’
• A warning box will appear asking you if you wish to continue with the deletion