How do I delete an Opportunity?

Modified on Tue, 27 Jun, 2023 at 11:52 AM

  1. From the Navigation Panel, under Public Zones, select Opportunities.
  2. The Opportunity Management page is displayed showing cards for any existing opportunities logged. Select the appropriate opportunity you wish to delete.
  3. At the top right of the screen, click Configure. The Opportunities Configuration modal is displayed. Scroll down to Delete Opportunity.
  4. Enter the opportunity name to confirm deletion.


Warning: once you have deleted the opportunity the action is irreversible.

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