JeffreyAI Help & Support
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Popular searches: AI Email, Contacts, Engagements
August 19, 2024• admin
If you need to delete an opportunity in JeffreyAI’s pipeline view, follow these simple steps:
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This process will help keep your pipeline organised by removing outdated or irrelevant opportunities efficiently.