a month ago
Hello. My company uses Act! Premium and we're having trouble deleting outdated and/or dummy opportunities.
The process for removing or deleting a sales opportunity seems like it should be fairly intuitive. From the Opportunities screen, I should be able to highlight one or more opportunities and select 'Delete Opportunity' under 'Opportunities' in the top menu bar. Unfortunately, this option is greyed out. I've also tried simply clicking delete after highlighting one or more opportunities, but nothing happens.
Any help from the community would be appreciated. Thank you!
3 weeks ago
You may find only an ACT administrator or the Opportunity Record Manager have these rights. Check to see what rights users have been allowed and what the User level is.