Need to remove a deal from Smackdab.ai?
No worries! You can easily delete a deal in just a few clicks. Keep your pipeline clean and organized by removing deals that are no longer relevant.
Smackdab.ai is dynamic and automatically puts your inactive deals in archive
Let’s walk you through the process!
How to Delete a Deal
Go to Deals
Open "Deals" from your home screen.
Select a Deal
Select a deal you want to delete.
Click on the Ellipsis (•••) Menu
Once you've selected a deal, the Deal Detail page will open. Click on the ellipsis (•••) at the top.
Select Delete
Select "Delete" from the dropdown.
Final Step: Confirm or Cancel
A confirmation pop-up will appear. Simply click "Delete" to finalize the removal.
Changed your mind? No worries! Just hit "Cancel" to keep deal details.
Deleting Multiple Deals in Smackdab
Need to remove multiple deals at once? Smackdab makes it quick and effortless! Here’s how you can do it in just a few steps:
How to Delete Multiple Deals?
Go to Deals
Open "Deals" from the main menu.
Select Deals
Use the checkboxes to select multiple deals you want to delete.
Click on Actions
Once selected, click the "Bulk Action" menu at the top.
Choose Remove
Select "Remove Deal" from the dropdown menu.
Final Step: Confirm or Cancel
A pop-up will appear. Click "Delete" to finalize or "Cancel" if you change your mind.
Think twice before deleting! While you can restore deals within 7 days, once permanently deleted, they're gone for good. Need to restore a deleted deals? Learn how to restore deals here!
Want to adjust the restore timeline? Check out [How to Change Restore Timeline] for more details!