Deleting Deal(s) From a Forecast

The following article describes a step-by-step process of how to delete one or more deals from a forecast

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Written by Support
Updated over a week ago
  1. Navigate to Forecasts section 

2. Select a forecast
3. In the newly appeared window, select Edit, located in the top-right corner of the page

4. From the navigation menu, click Table

5. In the table view, navigate to the deal you wish to delete and click the red-minus on the left side of the deal title

6. This action will remove the deal from the forecast records

⚠️ Forecasts are available on our Enterprise plan only. If you are on Professional plan and would like to upgrade, please contact support. 

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