CRM

sranshaw
メンバー

Delete all Deals in a Deal Stage

解決

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 いいね!
3件の承認済みベストアンサー
HubSpotMaster
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

Delete all Deals in a Deal Stage

解決

@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

元の投稿で解決策を見る

sranshaw
解決策
メンバー

Delete all Deals in a Deal Stage

解決

Brilliant.

Thank you 🙂

元の投稿で解決策を見る

HubSpotMaster
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

Delete all Deals in a Deal Stage

解決

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

元の投稿で解決策を見る

0 いいね!
3件の返信
HubSpotMaster
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

Delete all Deals in a Deal Stage

解決

@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
解決策
メンバー

Delete all Deals in a Deal Stage

解決

Brilliant.

Thank you 🙂

HubSpotMaster
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

Delete all Deals in a Deal Stage

解決

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

0 いいね!