Deleting opportunities and pipelines helps declutter your CRM, while the restoration tools ensure data recovery is simple and secure. Whether you’re cleaning up your CRM or reversing an accidental deletion, this guide explains exactly how to do it.

TABLE OF CONTENTS

• What is Deleting and Restoring Opportunities/Pipelines?
• Key Benefits of Deleting and Restoring Pipelines & Opportunities
• Step-by-Step Guide: Deleting Opportunities
• Step-by-Step Guide: Restoring Opportunities
• Step-by-Step Guide: Deleting Pipelines
• Step-by-Step Guide: Restoring Pipelines
• Frequently Asked Questions

What is Deleting and Restoring Opportunities/Pipelines?

Opportunities are individual deals or clients within a pipeline, and pipelines are the frameworks that structure your sales process.  Deleting an opportunity removes it from the active pipeline. Once an opportunity is deleted, it is no longer visible in the active opportunities list, but its data is retained in the system and can be restored if needed for upto 60 days. 

This allows users to declutter their pipeline by removing outdated or irrelevant opportunities while preserving the option to recover them later if necessary.

Key Benefits of Deleting and Restoring Pipelines & Opportunities

This functionality provides confidence and control when managing your CRM.

• Accidental Deletion Recovery: Restore pipelines and opportunities easily within 60 days.

• Integrated Audit Logs: Track changes and recover deleted items with full visibility.

• Admin Permissions: Only authorized users can perform sensitive actions like deletion and restoration.

• Full Pipeline Recovery: Restores include stages and opportunities tied to deleted pipelines.

• Decluttered Workflow: Clean up your opportunity list or pipeline structure as needed.

Step-by-Step Guide: Deleting Opportunities

Open the Opportunities Section

From the left sidebar, click on Opportunities to access your list of deals. Make sure the Opportunities tab is selected at the top to view all current opportunities in your pipeline.

Select Opportunity 

Locate the opportunity you wish to delete from the list of active opportunities. Click on the opportunity to open its details page.

Click Delete Icon

Click on the Delete icon on the bottom row to delete the opportunity. Confirm deletion operation to delete that opportunity.

Step-by-Step Guide: Restoring Opportunities

Navigate to Settings

To begin the restoration process, go to the bottom-left of your sidebar and click on Settings. This is where you’ll access the Audit Logs to recover deleted opportunities.

Open Audit Logs

Inside the Settings menu, scroll down and click on Audit Logs. This area shows a complete history of all user actions, including deletions, updates, and creations.

Apply Opportunity Filters

Set the Action filter to “Deleted” and the Module filter to “Opportunity” to narrow down the log view. This will show all opportunities deleted in the last 60 days, along with who deleted them and when.

Restore the Opportunity

Find the deleted opportunity you want to recover and click the ellipsis (three dots) on the right. Select Restore from the dropdown to reinstate it to its original pipeline and stage.

Alternate Option to Restore

As an alternative to Audit Logs, click the three-dot menu at the top-right of the Opportunities page. Select Restore Opportunities from the dropdown to access recently deleted items for quick recovery.

Step-by-Step Guide: Deleting Pipelines

Only agency admins and account admins have permissions to delete and restore pipelines. 

Access the Pipelines Tab

From the left-hand sidebar, go to Opportunities, then click the Pipelines tab at the top. This will display a list of all pipelines currently available in your account.

Delete the Pipeline

Click the trash icon next to the pipeline you want to remove. A confirmation prompt will appear—once confirmed, the pipeline and all associated stages and opportunities will be permanently deleted.

Step-by-Step Guide: Restoring Pipelines

Go to Settings for Recovery

To restore a deleted pipeline, begin by navigating to the Settings section from the left-hand sidebar. This will give you access to the Audit Logs, where deleted items can be recovered.

Open the Audit Logs

From the Settings panel, click on Audit Logs to view all recorded user activity. This log is where you’ll find entries for deleted pipelines and access the option to restore them.

Restore the Deleted Pipeline

Locate the deleted pipeline in the Audit Logs, then click the ellipsis (three dots) on the right side of the entry. Choose Restore to bring the pipeline, its stages, and all opportunities back into your account.

Frequently Asked Questions

Q: How long are deleted pipelines and opportunities recoverable?

Up to 60 days from the time of deletion.

Q: Can I restore just one opportunity from a deleted pipeline?

No. You must restore the entire pipeline, which will also recover its associated opportunities and stages.

Q: Who can restore pipelines or opportunities?

Only agency admins or account admins have permission to perform these actions.

Q: What happens if I permanently delete a pipeline after 60 days?

After 60 days, the data is no longer recoverable from the system.

Q: Is there a log of who deleted or restored a pipeline or opportunity?

Yes, the Audit Logs track all user actions, including who performed each delete or restore operation.