Removing an opportunity from the active pipeline eliminates its presence. After deletion, the opportunity vanishes from the active opportunities list, yet its information remains stored within the system and can be reinstated within a 60-day timeframe. This functionality empowers users to streamline their pipelines by eliminating obsolete or irrelevant opportunities, while still maintaining the ability to retrieve them if required at a later stage.

Step-by-Step Guide: Deleting Opportunities

Step 1: Accessing the Opportunities Section

1. Log in to your account.
2. Navigate to the “Opportunities” section from the main dashboard or sidebar menu.

Step 2: Deleting the Opportunity 

1. Locate the opportunity you wish to delete from the list of active opportunities.
2. Click on the opportunity to open its details page.
3. Click on the Delete icon on the bottom row to delete the opportunity.
4. Confirm deletion operation to delete that opportunity.

Step-by-Step Guide: Restoring Opportunities

Step 1: Accessing the Audit logs

1. Select Settings on the sidebar menu
2. Click on Audit Logs

Step 2: Filter out Deleted opportunities

1. Under action filter on the top right, select “Deleted”
2. Under Module filter on the top right, select “Opportunities”
3. This will show you all the Deleted opportunities in the last 60 days. You can also check how these opportunities were deleted in the same place. 

Alternatively, Click on “Restore Opportunities” through the Kebab menu in the top right of Opportunities page

Step 3: Restore the deleted opportunity

1. For the opportunity you’d want to delete, click on the 3 dots icon on the right. 
2. Select the option to Restore opportunity. 
3. The opportunity is now restored.