Delete all Deals in a Deal Stage

Smart CRM & Sales Hub CRM
1

Hi all,

I’m still learning as I go along.

I have a Deal Stage call Emailed which I want to delete, along with the 355 deals contained within.

When I try and delete the Deal Stage the system tells me that I have to move all 355 Deals to another Deal Stage (I don’t want to) - I just want to delete the 355 Deals and the Deal Stage.

Can someone please help?

Thanks

2

@sranshaw go to the deals tab and switch the view to in table instead of board. Then you can filter out the deals by the deal stage you want to delete --> Select all deals --> Permanently Delete

I attached a screen shot here. If this solves your need please accept as solution

Delete Multiple Deals.PNG
Delete Multiple Deals.PNG1868×435 31.4 KB

3

Brilliant.

Thank you :slightly_smiling_face:

4

@sranshaw If this solved your needs, can you please click “Accept as Solution” so it shows up as solved. Thanks :slightly_smiling_face: