How to delete a ddeal in Bookipi CRM
Learn the process of deleting a deal in Bookipi CRM with the simple steps below.
Step 1: Go to ‘CRM’
Click ‘CRM’ in the left-hand panel.
Make sure you are in the ‘Deals’ section.
Step 2: Click the ellipsis button
Click the three dots next to your deal or project name.
Step 3: Delete the deal
Select ‘Delete’ to remove your project or deal from your Pipeline.
Step 4: Confirm the Deletion
Click ‘Delete’ to confirm the deletion of the deal or project.
Please note that deleted projects are permanently removed and cannot be recovered. Currently, there is no trash feature available on the Web App.
FAQs about how to delete a deal in CRM
Q: Can I delete multiple deals at once?
A: Currently, deals must be deleted individually from the Pipeline.
Q: What is the difference between deleting and archiving a project?
• Deleted projects are permanently removed and cannot be recovered.
• Archived projects remain in your CRM and can be found in the Archive filter view for future access.
Q: Does deleting or archiving a project affect linked customers, documents, or emails?
A. No, deleting or archiving a project does not delete or archive the associated customer, documents, or emails linked to the project.
Q: Can I recover a deleted project in Bookipi CRM?
A: No, deleted projects are permanently removed and cannot be recovered. Currently, there is no trash or recovery feature available on the Web App.
Q: Can I delete a project on the mobile app?
A: Currently, the CRM feature is only available on the Web App. Since CRM is not supported on the mobile app, projects created in CRM will not appear in your mobile app account.
Discover more tutorials for Bookipi Invoice Web App
Discover more tips on how to get the most out of Bookipi Invoice web app with our Bookipi Invoice guides.
Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.