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How to Delete or Archive Deals
How to Delete or Archive Deals

This article will show you how to delete and archive deals.

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a year ago

Note: If you delete a deal, there is no way to get it back. However, an archived deal can still be accessed.


Deleting a Deal

1. Click on the Deal Name to open the Deal Command Center

Click on the Deal Name to open the Deal Command Center

2. Choose Delete Deal ###### at the bottom of the Deal Command Center

Choose Delete Deal ###### at the bottom of the Deal Command Center

3. Click on Yes to delete the deal

Click on Yes to delete the deal

Archiving a Deal

1. Click on the three dots at the top right of the Deal Card

Click on the three dots at the top right of the Deal Card

2. Click on Archive

Click on Archive

How to Find an Archived Deal

1. Go to Contacts

Go to Contacts

2. Find the Contact with the archived deal

Find the Contact with the archived deal

3. Click on Deals

Click on Deals

4. The cancelled deal will be displayed

The cancelled deal will be displayed


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