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Deleting a deal

Learn how to permanently remove single or multiple deals from your Coffee workspace using the right-click menu or bulk actions.

If you need to remove a deal from your pipeline, you can delete them individually or in bulk from the Deals page.

  1. On your left sidebar, go to Deals.

  2. To delete a single deal, you can:

    1. Right/Control-click on any field in the row and click Delete Record.

    2. Open the Deal, click on the 3 dots next to the deal name, and select Delete

Deleting multiple deals

To remove several deals at once:

  1. Go to Deals on your left sidebar and choose the list view if not already selected.

  2. Mark the checkbox on the far left of each deal you want to delete.

  3. Click the Actions button at the top right of the table.

  4. Select Delete all selected deals from the dropdown menu.

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