CRM

sranshaw
Mitglied

Delete all Deals in a Deal Stage

lösung

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

0 Upvotes
3 Akzeptierte Lösungen
HubSpotMaster
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Delete all Deals in a Deal Stage

lösung

@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

Lösung in ursprünglichem Beitrag anzeigen

sranshaw
Lösung
Mitglied

Delete all Deals in a Deal Stage

lösung
HubSpotMaster
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Delete all Deals in a Deal Stage

lösung

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

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
3 Antworten
HubSpotMaster
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Delete all Deals in a Deal Stage

lösung

@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

sranshaw
Lösung
Mitglied

Delete all Deals in a Deal Stage

lösung

Brilliant.

Thank you 🙂

HubSpotMaster
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Delete all Deals in a Deal Stage

lösung

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

0 Upvotes