How do I delete a task 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 contact tasks and deal tasks using the Deals CRM mobile app. In this article, we'll discuss:

It's important to note that once a task is deleted, the action cannot be undone and the task cannot be recovered.

How to delete a task from a contact's profile

1. From the contact's profile, tap the Contact: Tasks tab.

2. The Contact: Tasks tab will list all tasks associated with your contact. This includes contact tasks and deal tasks. Tap the task you wish to delete.

3. Tap "Edit."

4.Tap "Delete."

5. A confirmation window will appear, tap "Delete Task."

The task will be permanently deleted from your account.

How to delete a task from a deal

1. From the deal profile, tap the Deal: Tasks tab.

2. The Deal: Tasks tab will list all tasks associated with your deal. Tap the task you wish to delete.

3. Tap "Edit."

4. Tap "Delete" to delete the task.

5. A confirmation window will appear, tap "Delete Task."

The task will be permanently deleted from your account.

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