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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.

Updated over a week ago

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

Deleting a single deal

To quickly remove an individual deal:

  1. Go to Deals on your left sidebar.

  2. Locate the deal you wish to remove.

  3. Right-click on any field within that deal's row.

  4. Select Delete from the menu.

Deleting multiple deals

To remove several deals at once:

  1. Go to Deals on your left sidebar.

  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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