Note: A deal card can only be removed if the room is closed. If the room is still active, you will need to close it first. For instructions on how to close a room, please refer to How do I delete or close a room?
To remove a deal card from the pipeline in DealRoom, please follow these steps:
Go to the Pipeline and look for a deal card without a room or a closed deal card.
Click on the card. If it's a deal card without a room, select the dropdown and click "Delete deal".
If it's a deal card with a closed room, select the dropdown labeled "Options" and choose Remove from pipeline to remove the deal card from the pipeline.
This guide outlines the steps to efficiently remove deal cards from your pipeline. If you have any questions or require further assistance with this process, please don't hesitate to reach out to our support team. We're here to help you via in-platform chat or at support@dealroom.net.
Relevant Articles: