Difference between revisions of "Sales Opportunities/How to Delete an Opportunity"

From Commence CRM-Help

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Place a checkmark beside one or more listed opportunities.  Then click on the “Delete” button to delete them.
 
  
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1. To access the '''Sales''' module click on the Sales module tab. ''The Sales screen displays a listing of your sales opportunities.''
  
 
[[File:ScreenHunter_55 Sep. 25 14.29.jpg|left]]
 
[[File:ScreenHunter_55 Sep. 25 14.29.jpg|left]]
1.Place a checkmark beside one or more Opportunity you wish to delete.
 
  
2. Click on the “Delete” button to delete the selected Opportunities.
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2. Delete the opportunities:
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* To delete opportunities from the listing, place a checkmark beside one or more listed opportunities and click the '''Delete''' button.
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* To delete an opportunity from the '''Opportunity Detail''' screen, click the opportunity title in the listing and click the '''Delete''' button when the screen displays.
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Return to '''[[SalesOpportunities]]'''

Revision as of 16:31, 27 November 2012


1. To access the Sales module click on the Sales module tab. The Sales screen displays a listing of your sales opportunities.

ScreenHunter 55 Sep. 25 14.29.jpg

2. Delete the opportunities:

  • To delete opportunities from the listing, place a checkmark beside one or more listed opportunities and click the Delete button.
  • To delete an opportunity from the Opportunity Detail screen, click the opportunity title in the listing and click the Delete button when the screen displays.


Return to SalesOpportunities