CRM

sranshaw
Miembro

Delete all Deals in a Deal Stage

resolver

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 Me gusta
3 Soluciones aceptadas
HubSpotMaster
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Delete all Deals in a Deal Stage

resolver

@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

Ver la solución en mensaje original publicado

sranshaw
Solución
Miembro

Delete all Deals in a Deal Stage

resolver
HubSpotMaster
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Delete all Deals in a Deal Stage

resolver

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

Ver la solución en mensaje original publicado

0 Me gusta
3 Respuestas 3
HubSpotMaster
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Delete all Deals in a Deal Stage

resolver

@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
Solución
Miembro

Delete all Deals in a Deal Stage

resolver

Brilliant.

Thank you 🙂

HubSpotMaster
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Delete all Deals in a Deal Stage

resolver

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

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