CRM

sranshaw
Membro

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

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3 Solução aceitas
HubSpotMaster
Solução
Conselheiro(a) de destaque | Parceiro Diamante
Conselheiro(a) de destaque | Parceiro Diamante

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

Exibir solução no post original

sranshaw
Solução
Membro

Delete all Deals in a Deal Stage

resolver

Brilliant.

Thank you 🙂

Exibir solução no post original

HubSpotMaster
Solução
Conselheiro(a) de destaque | Parceiro Diamante
Conselheiro(a) de destaque | Parceiro Diamante

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 🙂

Exibir solução no post original

0 Avaliação positiva
3 Respostas 3
HubSpotMaster
Solução
Conselheiro(a) de destaque | Parceiro Diamante
Conselheiro(a) de destaque | Parceiro Diamante

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
Solução
Membro

Delete all Deals in a Deal Stage

resolver

Brilliant.

Thank you 🙂

HubSpotMaster
Solução
Conselheiro(a) de destaque | Parceiro Diamante
Conselheiro(a) de destaque | Parceiro Diamante

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 🙂

0 Avaliação positiva