QuotaPath allows you to delete only manually created deals. You cannot delete a deal that is synced from your CRM. If you delete a deal in your CRM, the update will be synced automatically to QuotaPath (the deal will disappear). If a deal from your CRM needs to be removed from attainment & earnings, you can also either override the deal value or earnings to zero, or edit your mapping(s) so that that deal no longer qualifies for earnings.
To delete a manually entered deal, navigate to the 'Deals' page in QuotaPath. Find the 3-dot kebab menu on the right side and choose 'Delete.'
IMPORTANT: 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.
