Delete opportunities

📝 Note: This documentation page may refer to Manage > Marketplace in navigation steps. If the Manage option is not available in your navigation, click the grid icon on the top-left corner of your header and click Marketplace.

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. Whether an opportunity can be deleted depends on its current status. For more information about the statuses an opportunity can have, see Expanded quote statuses.

📝 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

📝 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.