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Delete opportunities

πŸ“ Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

The Opportunities feature is enabled when a New Lead or Purchase button appears in the upper-right corner of the page at Manage > Marketplace > Orders.

❗ Important: Only AppDirect can enable the Opportunities feature. Contact your AppDirect technical representative to request it.

Opportunities can be deleted, and thus are removed, from the opportunities page.

πŸ“ Note: An opportunity is never permanently deleted. It can be restored by submitting a support ticket to AppDirect.

Permission to delete an opportunity is enabled by default for the Marketplace Manager. The following roles, when enabled, can delete opportunities:

  • Marketplace Managers
  • Sales Support
  • Reseller Managers
  • Resellers

Prerequisites

For users to delete opportunities, they must first have Delete Opportunities enabled for their roles.

To enable the delete opportunities feature

  1. Go to Manage > Marketplace > Settings > Roles. The Role Permissions page opens.
  2. Enable the permission for each role that is allowed to delete opportunities. The selected role can now delete opportunities.

To delete an existing opportunity

πŸ“ Note: You must have Delete Opportunities enabled to delete an opportunity.

  1. Click the trashcan that appears when hovering over an opportunity. A prompt appears asking if you want to delete the opportunity.
  2. Click Delete Opportunities. The opportunity is removed from the list.

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