How do I delete or close a room?
You have to be an Administrator role in order to delete or close a room.
Go to Settings (gear icon)
Scroll down until you see the options to Close Room or Delete Room.
Close Room restricts access from all users but the data is still active. A pipeline admin can reopen this room from the pipeline view at any time.
Delete Room will permanently delete all the data in the room, and access is no long available. The deal card will still remain in the pipeline.
Go to Settings (gear icon)
Scroll down until you see the options to Close Room or Delete Room.
Close Room restricts access from all users but the data is still active. A pipeline admin can reopen this room from the pipeline view at any time.
Delete Room will permanently delete all the data in the room, and access is no long available. The deal card will still remain in the pipeline.
Updated on: 12/05/2023
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