Hi,
Is there a way to delete deals in bulk
I want to clear all deals for some pipeline.
Is there a way to do that?
Api provides deal_delete for single deal. How to delete all deals?
I could find bulk delete for contacts. something similar for deals?
There isn’t an automation action to do this, as you may have found. You can however delete a stage, which gives you an option to delete all the deals. Then you simply recreate a stage. Here is what I did:
- Tag all deals I wanted to delete
- Create a new stage “TO DELETE”
- Create an automation to move all tagged deals into “TO DELETE” stage
- Delete “TO DELETE” stage
- ???
- Profit
What about when we don’t want to delete a stage because we already have other automations sending deals thee? What is the plan to address this limitation?
I was looking to do the same, found this post, followed the instructions above but decided to post the details here as it could help someone else.
As above - this is easy to do when you know-how. Advanced filter - search for contacts with a deal that you want to remove. Make sure you export them first just in case.
Create this automation in the screenshot and choose the tag you want to use to trigger the automation.
Then choose the stage for the ones you want to delete - Rename a pipeline or create one. I had to rename an empty one as it did not register a new one in the automation.
Then go back to the contacts and bulk edit them and Tag them with the tag that triggers the automation
Then you will find these contacts are now in the pipeline that you can delete.