How it works
1. First click on the "Insights" tab in the left sidebar
2. Then click the report you want to delete in the reports section
3. In the report view, click the "more options" menu (three dots) in the top-right corner
4. Select "Delete" option from the dropdown menu
5. Finally click the "Delete" button in the confirmation dialog
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Why should you use this feature?
Pipedrive is a user-friendly CRM tool designed to streamline business processes and enhance sales efficiency.
The ability to delete a report in Pipedrive is a powerful feature that allows you to maintain a clutter-free workspace and ensure data relevance. By removing outdated or unnecessary reports, you optimize your system's performance and keep your focus sharp on actionable insights.
This feature enhances your ability to manage information effectively, making it easier to adapt to dynamic business needs and ensuring that your team's time and efforts are concentrated on the most critical tasks.
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