How do I remove a deal card from my pipeline?
How to Remove a Deal Card from the Pipeline
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.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_uz0rp9.png)
Click on the card. If it's a deal card without a room, select the dropdown and click "Delete deal".
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2023-07-10-at-91845_1iu4r2g.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_1akh6em.png)
If you need any further assistance or have additional questions, please don't hesitate to reach out to our support team.
Relevant Articles:
How do I create a deal or a new room?
How do I delete or close a room?
How do I download entire rooms from DealRoom?
Updated on: 10/07/2023
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