If you create an opportunity by mistake and need to delete it, here is the procedure to follow.
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Delete the Positioning
To prevent accidental data loss, we block the deletion of a card containing linked data. Therefore, you must follow a specific order to successfully delete a card.
Warning!
Before deleting a card from the "Opportunities, Positionings" module, it is important to know that deletion is permanent; it will not be possible to recover the information afterwards.
How to delete an Opportunity?
Hierarchy to follow: Start by deleting the "Positionings" linked to this Opportunity, then delete the "Opportunities" card.
From the Positioning Tab of the Opportunity
Go to the "Positionings" tab of the Opportunity card
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Delete the Opportunity
From the Opportunity Module
Go to the Opportunity module, then check the opportunity to delete, making sure beforehand that it contains no positioning. Then click on the bin icon.
If you do not see the bin icon, it means you do not have deletion rights on the Opportunity module. In this case, contact your Administrator.
Here is the path for them to grant you this right: administrator interface administrator > tab Managers/Roles > account/role card > section Modules & Configuration Keys > check the checkbox at the intersection of the row Opportunity Module and the column Delete
You can watch this tutorial for more information: Create and configure a manager account
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To Go Further
To learn all about opportunity management, you can consult the articles: