Delete opportunity

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.

📝 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 icon 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.