Bulk Delete & Restore Opportunities

⭐ What’s new

You can now bulk delete and restore opportunities—making large-scale pipeline cleanups faster, safer, and fully reversible.

Instead of deleting opportunities one by one, you can remove multiple records at once and restore them later if needed.

🛠️ How it works

Bulk Delete Opportunities

  • Go to Opportunities
  • Select multiple opportunities using checkboxes
  • Click Delete
  • Type DELETE to confirm the action
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    Bulk deletions run asynchronously, so you can continue working while the process completes.

Restore Deleted Opportunities

  • Open the Bulk Actions page
  • Locate the deleted action and click on the 3 dots on the right
  • Click Restore to recover the opportunities
    ⚠️ Opportunities linked to deleted contacts cannot be restored.
    Bulk Actions Tracking
  • View real-time status of bulk delete and restore actions
  • See who initiated the action, when it ran, and how many records succeeded or failed
  • Access detailed, per-opportunity results for full transparency

💡 Why it matters

Bulk Delete & Restore helps teams:

  • Clean up large volumes of stale or invalid opportunities in seconds
  • Reduce risk with explicit confirmation and a 60-day recovery window
  • Maintain full visibility into destructive actions via audit-friendly tracking
  • Confidently declutter pipelines without fear of permanent data loss