Make sure you have the appropriate role & permission to delete an opportunity or order. If so, the delete icon appears at the bottom left of the opportunity and order screens. If not, contact your admin to adjust your permissions.
Permission needed:
All users
Available in plan:
All Upsales plans
Articles in this section
- How can I update my existing companies and contacts with statuses from the new Journey feature?
- How do I define who has the journey status of Customer?
- I only see the Sales and Analytics tabs in Upsales. Why can't I see the Marketing tab as well?
- Can I move an opportunity created for Company X to Company Y?
- What happens to my existing sales if I change a product price?
- How do I delete an opportunity or order?
- Why can’t my team members see sales on a company?
- Why can’t the team leader delete an order that a team member created?
- Can I change the currency for an opportunity or order?
- How do I indicate the purchased cost?
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