Deleting A Deal:

From the Menu bar, click on “Deals”, confirm you are in “board view”, then click on the deal you’d like to delete.

  1. Open the secondary menu by clicking the three dots in the top right-hand corner
  2. Select "Delete"
  3. Confirm deletion

See the sample screenshot below:

Deleting A Company:


From the Menu bar, click on “CRM > Companies”, confirm you are in “board view”, then click on the company you’d like to delete.

  1. Open the secondary menu by clicking the three dots in the top right-hand corner
  2. Select "Delete"
  3. Confirm deletion

See the sample screenshot below:

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