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Editing, Archiving, or Deleting Opportunities

How to edit, archive, or delete an Opportunity

Rye Jones avatar
Written by Rye Jones
Updated over 2 years ago

To edit or delete an opportunity first click on the opportunity card from your pipeline. Then click the Manage button in the top right.

Here you can change the opportunity name, record bid/no-bid decisions, as well as the outcome.

Note: the outcome (win/lose) is used to calculate win rates in reports.

If you want to remove an opportunity, we generally recommend you Archive it. This way, you will retain all of your information and notes about the opportunity for the future. You will be able to view it again by checking the “Show archived” checkbox on your pipeline.

As an Admin, you can delete an opportunity. All information will be permanently deleted.

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