Matrix Support

How to Delete a Deal

Sometimes you may need to delete a Deal, this can be done from the Account's Profile Page. You can do this from the Deals tab located in the Account Profile.

You can use the Search (magnifying glass icon) or click on the account's link from the My Accounts list to display the Account Profile.

The Summary tab view is the default. Click on the Deals tab to display the Deals information associated with this account.

To Delete an Open Deal:

1. Click the Delete button (red X), preceding the Deal's name.

2. Click Delete from the confirmation message box that appears.

Keyword Search: Deals, delete deals, Account Profile

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