You must be a deal admin or a regular user with the correct permission to delete deals in Pipedrive. Account settings admins can provide permission for other users to delete deals by going to Settings > Manage users > Permission sets and enabling the “Delete deals” option.
To delete a deal in the pipeline view, follow these steps:
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Select the Deal:
- Click and hold the deal you wish to delete in the pipeline view.
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Drag to Delete:
- Drag the selected deal to the “Delete” button at the bottom of the screen.
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Confirm Deletion:
- Release the mouse button over the “Delete” area to confirm the deletion of the deal.
Deleted items can be reopened up to 30 days after deletion. After 30 days, the items are permanently deleted and cannot be accessed or reopened. Learn more about deleting items in Pipedrive in this article.
By following these steps, you can effectively manage and clean up your pipeline by removing deals that are no longer needed.
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