How do I delete a deal using the Deals CRM mobile app?

The Deals CRM mobile app is available for accounts on the following plans:

  • Plus
  • Professional
  • Enterprise

In addition, the Deals CRM mobile app supports iOS 10 and higher.

You can delete a deal using the Deals CRM mobile app. To learn how, follow these steps:

1. Locate the deal you wish to delete. You can access the deal from either the Deals overview screen or the Deals tab on the primary contact's profile screen.

2. Tap the deal to open it.

3. Tap "Edit."

4. Tap "Delete."

5. A confirmation window will appear. Tap "Delete."

The deal will be deleted from your account. This action cannot be undone and the information cannot be recovered.

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