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If you need to delete an opportunity in JeffreyAI’s pipeline view, follow these simple steps:

  1. Locate the Opportunity: In the pipeline view, find the specific opportunity you want to delete.
  2. Click on the Opportunity: Select the opportunity to open its details.
  3. Initiate Deletion: In the details panel, click on the Delete button.
  4. Confirm Deletion: A confirmation window will appear. To permanently delete the opportunity, click Confirm.

Note: Once deleted, the opportunity cannot be restored. Make sure you intend to delete it before confirming.

This process will help keep your pipeline organised by removing outdated or irrelevant opportunities efficiently.

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