Sometimes you may need to delete a Deal, this can be done from the Account's Profile Page. Please follow the below steps:
1. Type in the Account name on the global search.
2. From the pop-up list, click the Account name under the ACCOUNTS section. This will bring up the Account profile
3. On the Account profile, click Deals tab.
4. Click the Delete button (red X), preceding the Deal's name that you wish the delete.
Note: if you don't see the Delete button (red X) in front of the the Deal's name that you wish to delete, this means Deal has been closed. You must re-open the deal in order to delete. To re-open deal, please do the following:
- click the Deal name
- Then the deal profile displays. Click the Deal status and select Open - Pending.
- Then go back to the Account profile by clicking the Account name located on the top left of the Deal Profile.
- On the Account profile, click Deals tab. Now, you should see the Delete button (red X) in front of the the Deal's name that you wish to delete. Click the Delete button (red X).
5. Click Delete from the confirmation message box that appears.