Keeping your sales pipeline organized is essential, but deleting and managing opportunities one by one can take up valuable time. With bulk delete and restore options, you can tidy up your sales opportunities faster and more safely.

📌 Why This Matters

For small business owners, staying on top of your sales pipeline can be overwhelming, especially when you have many opportunities to manage. Bulk delete and restore features allow you to quickly remove outdated or irrelevant opportunities without the stress of losing important data forever. Plus, you get a safety net with a recovery period, so mistakes aren’t permanent.

✨ What’s New

• Bulk Delete Opportunities: Select and delete multiple sales opportunities at once, saving time compared to deleting them individually.
• Restore Deleted Opportunities: Easily bring back any deleted opportunities within a recovery window, giving you peace of mind.
• Bulk Actions Tracking: Check the status of your bulk deletions and restores in real-time, including details on how many items succeeded or failed.

🛠️ How to Use It

1. Step 1: Go to your Opportunities section in your CRM.
2. Step 2: Use checkboxes to select the multiple opportunities you want to delete.
3. Step 3: Click the Delete button and type DELETE to confirm the action.
4. Step 4: The deletion runs in the background, so you can keep working.
5. Step 5: To restore, visit the Bulk Actions page, find the deleted opportunities action, click the three dots, and choose Restore.

⚠️ Note: Opportunities linked to deleted contacts can’t be restored.

💡 Pro Tip

Regularly cleaning up your sales pipeline this way helps focus your efforts on promising opportunities, improving your chances of closing deals and boosting revenue.