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How do I delete an opportunity?
How do I delete an opportunity?
Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

To delete an opportunity: 

  1. Go to the opportunities page.

2. Select the opportunity.
3. Click on the “Edit Opportunity” link.
4. Click on “Delete Opportunity.”

Alternatively, you can drag an Opportunity from the default “Pipeline” view into the trash bin at the bottom of the page:

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