Deals

How do I delete a deal in the CRM?

Last updated: January 19, 2018

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Sales: Free, Starter, Professional
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You can delete a deal from the table view of the Deals dashboard or from the individual deal record.

From the Deals dashboard

  • In your HubSpot Sales account, navigate to Deals.
  • If you are using the Board view, click the table icon next to the search bar to change to Table view.

  • Check the box next to the deal(s) you'd like to delete.
  • Click Delete.

  • In the dialog box that appears, confirm that you'd like to delete the deal(s) by clicking Delete

From an individual deal record

  • In your HubSpot Sales account, navigate to Deals.
  • Click the name of the deal you'd like to delete.
  • In the About section, click Actions > Delete this deal.

  • In the dialog box that appears, click Delete to confirm.

Lost opportunities

You may occasionally want to delete a deal because the opportunity has been lost. In these cases, it's recommended to keep the deal in the CRM, but note that the opportunity is no longer available by setting the Deal Stage to Closed Lost.

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