Managing your opportunities and keeping your pipelines clean and organised is key to keeping them relevant. Deleting opportunities one by one is inefficient, so here's how to remove multiple records at once and restore them later if needed.
Deleting Opportunities
Go to Opportunities, hover over the records you want to delete, and tick the box next to each one.
Click the delete option, shown by a trash can icon.
Type "DELETE" then click Delete to confirm.
Once done, you'll get a notification that the deletion is in progress. Bulk deletions run asynchronously, so you can carry on working while the process completes.
Restoring Opportunities
To undo all deletions, head to the Bulk Actions tab, click the three dots next to the action, then select Restore.
To undo a single deletion, click the three-dot icon in the top-right corner and select Restore Opportunities.
This will open the Audit Logs page with the relevant filters already applied.
Click the opportunity you want to restore, then click Restore in the bottom-right corner.
Clean up large volumes of stale or invalid opportunities in seconds. You can confidently declutter pipelines without worrying about permanent data loss, with full visibility into destructive actions through audit-friendly tracking, explicit confirmation, and a 60-day recovery window. We hope you enjoy it!