I would like the ability to delete entire deals that have been desked within Autovance.
Admin
Colten Lumley
Jul 27, 2023
We currently do not plan on supporting deal deletions in Autovance, and I would like to clarify some reasons why this is:
Risk of accidental deletions: Users could unintentionally erase deals, which can't be reversed.
Integrity of 3rd party links: Many integrations link to our deals, and deal deletion would break these connections.
Audit trail: Maintaining all deals, including inactive ones, ensures a continuous record for audits.
Understanding the need for an organized workspace, we propose an archiving solution instead. This feature would allow you to retain deal data while removing it from your active view.
We currently do not plan on supporting deal deletions in Autovance, and I would like to clarify some reasons why this is:
Risk of accidental deletions: Users could unintentionally erase deals, which can't be reversed.
Integrity of 3rd party links: Many integrations link to our deals, and deal deletion would break these connections.
Audit trail: Maintaining all deals, including inactive ones, ensures a continuous record for audits.
Understanding the need for an organized workspace, we propose an archiving solution instead. This feature would allow you to retain deal data while removing it from your active view.
To support this, please vote and follow the feature request here: Archiving Deals in Autovance.
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