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V2 Cancel/ On Hold Deal
V2 Cancel/ On Hold Deal

V2 Cancel/ On Hold Deal

Emilie avatar
Written by Emilie
Updated this week

Workaround for deleting V2 deals. This does not delete a V2 deal but rather removes it from visibility for partners/ reps wanting to clean up their deal pipeline.

Select V2 deal you no longer wish to see in the Deal Pipeline. Next to the lead name select the "Active" drop down. Change this to "On Hold" /span>

Status change box will populate. Select drop down for reason if required and add notes. Save.

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This will then place the deal "On Hold" .

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It will now no longer show on the Deal Pipeline unless filtered for.

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