Delete opportunities
π 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.
β 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.
π 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
- Go to Manage > Marketplace > Settings > Roles. The Role Permissions page opens.
- Enable the permission for each role that is allowed to delete opportunities. The selected role can now delete opportunities.
To delete an existing opportunity
π Note: You must have Delete Opportunities enabled to delete an opportunity.
- Click the trashcan that appears when hovering over an opportunity. A prompt appears asking if you want to delete the opportunity.
- Click Delete Opportunities. The opportunity is removed from the list.
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