Deleting company applications from your deal room

How can I delete or remove a company application from my deal room?

You can delete a company application by using the "Delete application" action available in the All actions menu connected to the application. As a result, the application will be moved to a deleted type of funnel step where it will be preserved for 30 days before it will be automatically permanently removed from your deal room. If you have set up multiple deleted type of steps in your deal room, you will be asked to choose which one you want to move the application to upon using the delete action. You can also multi-select applications in your funnel to delete multiple applications at once.


If you want to permanently remove an application from your deal room immediately:
use the "Delete application" action as described above
navigate to the deleted type of step the application was moved to
find the application
open the ‘All actions’ menu
choose ‘Remove permanently’

If you'd like to permanently delete multiple applications at once, you can also multi-select those applications in a deleted type of funnel step and choose "Remove permanently" from the actions menu that appears at the top of the funnel.



You can also remove applications that are in non-deleted type of funnel steps permanently from your deal room when you open the "All actions" menu connected to the application, hold down the CTRL/Command key and choose "Remove permanently" (this option will appear in place of the "Archive application" action). The described shortcut works the same way with multi-select.

If you remove a company's application from your deal room permanently, the company will receive a notification about it.

We recommend deleting older rejected applications from your deal room regularly to ensure the best possible system performance and speed.

Updated on: 18/09/2024