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.
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.
If you need any further assistance or have additional questions, please don't hesitate to reach out to our support team.
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