Skip to main content
All CollectionsDeals
Deleting a Deal
Deleting a Deal

How to delete a deal from your QuotaPath Workspace

Updated over 2 years ago

If you need to delete a manually entered deal, head to the 'Deals' page in QuotaPath. Find the three dot menu option and choose 'Delete.'

It's important to note that deleting a deal is not the same as moving a deal to Closed/Lost. Deals should only be deleted if you don’t want the data in your Workspace anymore.

You are not able to delete a deal that is synced from your CRM. If you delete a deal in your CRM, that will sync over to QuotaPath automatically.

Did this answer your question?