Deleting All Opportunities in a Pipeline
Deleting All Opportunities in a Pipeline in Gymini
Introduction
At times, you might find the need to start afresh with a clean slate by deleting all the opportunities present in a specific pipeline in Gymini CRM. This guide will walk you through the simple process of deleting all opportunities without deleting the entire pipeline.
Step-by-Step Guide to Deleting All Opportunities
Navigate to Settings: Start by going to the "Settings" section in your Gymini CRM account.
Access the Pipelines Section: Once in the settings, find and click on the "Pipelines" option to view all your existing pipelines.
Identify the Target Pipeline: Locate the pipeline from which you want to delete all the opportunities.
Click on the Trashcan Icon: Next to the pipeline you have identified, you will see a trashcan icon. Click on it to proceed.
Choose to Delete All Opportunities: A prompt will appear with the first option being to delete all opportunities. Select this option and confirm your choice by clicking "OK".
Decline Deleting the Entire Pipeline: After confirming the deletion of all opportunities, a pop-up will ask if you want to delete the entire pipeline. If you wish to retain the pipeline structure while removing all opportunities, select "No".
Conclusion
You have successfully deleted all opportunities from a specific pipeline in Gymini CRM, giving you a clean slate to work with while retaining the pipeline structure. This quick and easy process allows for efficient management and organization of your pipelines, helping you to streamline your operations further.
Remember, this action is irreversible, and all deleted opportunities will be permanently removed. Ensure to review all opportunities and back up necessary data before proceeding with the deletion.
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