How to delete an archived custom activity on Close.com
Here is how to delete an archived custom activity on close.com
- First click on "Settings" in the left sidebar
- Then click on "Custom Activities" under the Customization section in the settings menu
- Next click on "Archived" tab to view archived custom activities
- Then click on the three-dot menu button next to the custom activity item you want to delete
- Next click on "Delete" option from the dropdown menu
- Then click on the checkbox to confirm "I understand that deleting can't be undone"
- Finally click on "Delete" button to confirm the deletion
Why should you delete an archived custom activity on Close.com
Close.com is a powerful sales tool designed to streamline communication and productivity for sales teams.
A noteworthy feature is the ability to delete archived custom activities, ensuring your workspace remains organized and clutter-free.
This feature is essential for maintaining data accuracy, allowing teams to easily clean up outdated or unnecessary information.
By having a cleaner database, sales professionals can focus on current opportunities, improving efficiency and decision-making.
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