Deals: Delete A Deal

In order to delete a Deal, you must first remove all Notes and Deal Document(s) attached to that Deal.

Navigate to the Deals page and click on the Name of the desired deal. 

Inside of the Deal Panel scroll down to make sure the Deal Documents have been deleted.
*Note that you do not have to remove the Targets list on the deal.

After all the notes have been removed.as well. You will have the ability to delete the Deal.

**You will have to make sure that you confirm deleting the deal by clicking “OK”.