CRM

sranshaw
Membre

Delete all Deals in a Deal Stage

Résolue

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 Votes
3 Solutions acceptées
HubSpotMaster
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Delete all Deals in a Deal Stage

Résolue

@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

Voir la solution dans l'envoi d'origine

sranshaw
Solution
Membre

Delete all Deals in a Deal Stage

Résolue

Brilliant.

Thank you 🙂

Voir la solution dans l'envoi d'origine

HubSpotMaster
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Delete all Deals in a Deal Stage

Résolue

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

Voir la solution dans l'envoi d'origine

0 Votes
3 Réponses
HubSpotMaster
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Delete all Deals in a Deal Stage

Résolue

@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
Solution
Membre

Delete all Deals in a Deal Stage

Résolue

Brilliant.

Thank you 🙂

HubSpotMaster
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Delete all Deals in a Deal Stage

Résolue

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

0 Votes