Delete all Deals in a Deal Stage

SOLVE
Occasional Contributor

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

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3 Accepted solutions

Accepted Solutions
Solution
Advisor | Platinum Partner

@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 solutionDelete Multiple Deals.PNG

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Solution
Occasional Contributor

Brilliant.

Thank you 🙂

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Solution
Advisor | Platinum Partner

@sranshaw If this solved your needs, can you please click "Accept as Solution" so it shows up as solved. Thanks 🙂

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3 Replies 3
Solution
Advisor | Platinum Partner

@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 solutionDelete Multiple Deals.PNG

View solution in original post

Solution
Occasional Contributor

Brilliant.

Thank you 🙂

View solution in original post

Solution
Advisor | Platinum Partner

@sranshaw If this solved your needs, can you please click "Accept as Solution" so it shows up as solved. Thanks 🙂

View solution in original post

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