How to delete deals and keep your pipeline clean
May 20, 2026
A clean pipeline means dealing with deals that are done. This covers deleting deals, what happens to linked data, and why finished deals usually shouldn't be deleted at all.
How to delete a deal
- From the deal: open the deal, click the three-dot menu at the top right, and choose Delete deal.
- Several at once: switch the pipeline to List view, select deals with the checkboxes, and delete them from the bulk actions.
What deletion does
- The deal disappears from the board, List view and Reports.
- Linked contacts are not deleted — they stay in Contacts.
- Email threads stay in Gmail as normal.
- Deleted deals are kept, so you can bring one back. Open the pipeline's three-dot menu → Deleted deals and click Restore. See how to restore deleted deals.
Close a deal instead of deleting it
When a deal ends, mark it Won or Lost instead of deleting it. That keeps your history and feeds win rate and the forecast. See closed deals, lost deals and when not to delete.
Delete only what shouldn't exist at all: test deals, duplicates, or leads that were never real opportunities.
Before a big cleanup
Export the pipeline first: three-dot menu → Export. See how to export your data.
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