Keeping your sales pipeline tidy just got easier! With the ability to bulk delete and restore opportunities, you can manage your records faster and more securely, without the hassle of deleting them one by one.
What’s New:
- Bulk delete multiple opportunities at once
- Easily restore deleted opportunities if needed
- Faster and safer pipeline management
Why It Matters:
This update allows you to quickly remove stale or invalid opportunities, significantly reducing clutter. With a 60-day recovery window and full action tracking, you can confidently manage your pipeline without fear of losing important data.
How It Works:
- Go to Opportunities and select multiple entries using checkboxes.
- Click Delete and type DELETE to confirm.
- Bulk deletions run in the background, letting you continue working.
- To restore, visit the Bulk Actions page, click the deleted action, and select Restore.
Note: Opportunities linked to deleted contacts can’t be restored.
Stay informed with real-time tracking, including who initiated actions and detailed results for each opportunity.