How to delete a Deal in Toolsoncloud CRM?

To delete a Deal from ToolsonCloud CRM, you may follow these steps:

  • Login to ToolsonCloud CRM account using your credentials.
  • Navigate to the Deals listing page by clicking on “Deals” link from the top navigation bar.
  • In the Deals listing page, you should be able to locate the 3 Dot button on the right end of each deal’s row.
  • Click on the 3 dot button to view various options available for the selected deal.
  • Click on the “Delete” option from the list of menu option shown in order to delete the selected Deal.

All the users irrespective of their role privileges of “Admin User” or “Normal user” will be able to perform delete operation on any Deal without the need for any additional privileges..

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