Tidy up your pipeline by removing old deals.
Deleting Deals in Fluint:
1. Navigate to your Deal View home screen
2. Switch into list view
3. Click the actions menu on the far right
- Look for the three dots on the far right of each deal row
4. Select "Delete"
Heads up! Not all deals in Fluint can be deleted --
Manually Created Deals: ✅ Can be fully deleted.
CRM-Synced Deals: ❌ Cannot be deleted, your CRM is the source of truth.
Alternative: Hide Deals Instead of Deleting
If you want to clean up your view without permanently deleting a deal, you could remove it from your dashboard instead by un-assigning yourself:
1. Click into the deal you want to hide
2. Unassign yourself as a member/owner
- This removes the deal from your personal view while keeping all content intact
3. Find hidden deals later if needed
- Click 'Assigned to' and adjust to 'all deals'
- Then use Search Bar to locate deals you're not assigned to