Vital CRM
How to batch delete opportunities?

1. Input search criterias to search and filter the opportunity datas.
2. Tick the opportunity you would like to delete.
3. After making sure the datas are correct, and click [Delete].



4. The system will show confirm message [Confirm delete?] to avoid deleting by accident.
5. If the opportunity data include notes, the confirm message will show again.
6. If you are sure you want to delete the opportunity, please click [Delete] to delete the opportunity.

Tick the opportunity > [Delete].
https://faq.vitalyun.com/EN/CRM#3922
How can I obtain template Excel file to import opportunity?
Vital CRM版本 3
Opportunity Management
Vital CRM版本 3
How to add, edit and delete opportunity categories?
Vital CRM版本 3
How to customize the categories for opportunity win rate?
Vital CRM版本 3
How to create Leads through Events/Case?
Vital CRM版本 3
How can I import Leads?
Vital CRM版本 4
How can I export Leads?
Vital CRM版本 3
Difference between Leads and Opportunities
Vital CRM版本 3
Can the Leads field in the tab menu be removed or hidden?
Vital CRM版本 3
How to convert a lead into an opportunity?
Vital CRM版本 3