Deleting an opportunity

When you delete an opportunity, the application can also delete any associated history, notes, and open activities.

To delete an opportunity, all associated quotes are to be deleted.

Possible scenarios for activities, notes, or history items:

  • If associated with other records, the item is not deleted, however the association to the deleted opportunity is removed.
  • If associated records do not exist, you must have permission to delete calendar items for the Leader of the activities, notes, or history items.

To delete an opportunity

  1. Click Opportunities in the Navigation Bar.
  2. Find the opportunity to be deleted.
  3. Click Delete in the Opportunity detail view.
  4. Click OK to permanently delete the record..

To delete multiple opportunities

  1. Select one or more records from the Opportunities list view. To select more than one record, hold down [Ctrl] or [Shift], and highlight the records.
  2. Click Delete link on the Task Pane.
  3. Click OK.
Related topics