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How to Delete a Quote Follow

There are multiple ways to delete Quote in Salesmate. Typically the most efficient way depends mostly on how many records you need to delete or which particular group of quotes requires deletion.

Note: The Delete function is available to users who have rights honored through Profile Permissions. 

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How to Delete Quotes

To delete the Quotes from the detail screen,

  • Navigate to the Quotes Module
  • Click on the Quote you wish to Delete
  • Once you access the Detail screen in Salesmate, navigate to the Actions option and choose "Delete" to proceed with deleting the record.

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  • An alert will pop up, prompting you to confirm the deletion of the quote.

How to Bulk Delete Quotes

From the list view of the Quote module,

  • Click on the individual check boxes of the records you wish to delete or simply bulk-select all records

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  • Click on the Delete option
  • Confirm to continue deleting the Quotes.

How to Mass Delete Quotes

Any filtered list can be deleted in bulk. Example: You can filter your quotes that have been viewed. Once you select your filter, click the checkbox in the upper left corner; this will select ALL items in your filter, including any further down your screen.

To Mass Delete Quotes

  • Navigate to the Quotes Module from left sidebar
  • Click on Actions and navigate to "Mass Delete Quotes"

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  • Filter the records by Specifying the Criteria you wish to Delete
  • Your Quotes will be listed upon Search

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  • A List of matching quotes will appear
  • Then Select the quotes that need to be deleted
  • Click on the Delete button, to proceed with deleting quotes
  • Confirm the message, for records to be deleted and stored under deleted records for 30 days

Permanently Deleting Quotes

CRM data always requires some housekeeping. Here's how you can permanently delete records if you do not need them any longer.

To Permanently Delete Quotes,

  • Navigate to the Profile Icon on the top right corner
  • Click on Setup
  • Head over to Manage Data Category
  • Click on Deleted Records

  • Select the Quote Module and the Quotes you wish to delete permanently/ restore
  • Here you can choose to Delete Selective Records or Delete All Records permanently
  • Confirm the message to continue Deleting the Records

Note: Permanently deleted records cannot be recovered.

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