CRM records

Delete selected Deals

Request controlled deletion from the board or a saved table view.

How to do it

Open Deals with object Delete permission. Use Select up to 200 deals on the standard board, or switch to a Paged table or saved view and select the required rows.
Choose Delete selected and review the requested scope. The table header selects only its current page; Select up to 200 uses the current filtered table.
Submit the request through the existing approval process. Review Approval Inbox for its decision and execution result, then refresh the list.

Delete controls are available in both board and table views. Existing record permissions, relationship checks and approval rules still apply.

Selecting records does not delete them. Review related records and retain any required export before requesting deletion.

Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.