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    Deleting Opportunity Types
    • 26 Apr 2023
    • 1 Minuto para leer
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    Contenido

    Deleting Opportunity Types

    • Actualizado en 26 Apr 2023
    • 1 Minuto para leer
    • Oscuro
      Ligero
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    Resumen del artículo

    You can delete opportunity types that you no longer use from the CRM section on the Admin Panel

    You cannot delete an opportunity type if it is still assigned to one or more opportunities.

    You cannot recover deleted records in Nexudus.

    Consider exporting your opportunity types before deleting them.

    1. Log in to dashboard.nexudus.com if you aren't already.

    2. Click CRM > Opportunity type.

    3. Tick the checkbox next to every record you want to delete.

    4. Click Delete xx record(s) in the Bulk actions menu.

    5. Click Yes, do it to confirm.

    The records you've selected should be deleted within a few seconds.

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