How to delete a project in Bookipi CRM
Learn the process of deleting a project in Bookipi CRM with the simple steps below.
Please note that deleted projects are permanently removed and cannot be recovered. Currently, there is no trash feature available on the Web App.
Step 1: Select 'CRM' on the Dashboard.
Click on 'CRM' in the left-hand panel of your screen.
Step 2: Click the three ellipses on the project.
Hover your mouse over the project you want to delete until the three ellipses appears.
Step 3: Choose the 'Delete' button.
Click 'Delete' from the drop-down menu.
Step 4: Confirm the project deletion.
Click the 'Delete' button to permanently delete the project.
Your project has now been deleted from your Bookipi CRM.
Common FAQs about how to delete a project in CRM
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
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Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.