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How to Delete an Opportunity

This article will walk you through deleting an Opportunity

Alan Mohan avatar
Written by Alan Mohan
Updated over 2 months ago

Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.

Step-by-Step Instructions:

Step 1. Navigate to your Capital Raise.

Step 2. Click on the Opportunity you'd like to delete. If your Opportunity doesn't appear on this list, click See Pipeline.

Step 3. Click on the three dots ⋮ and select Delete.

Step 4. Review the warning and click Delete.

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