How to delete an activity

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Diego Ros
Diego Ros Member Posts: 3 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

 

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  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211 VERIFIED MEMBER
    First Anniversary First Answer 5 Likes First Comment
    edited April 2022 #2
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    Hi @Diego Ros  you have to have the right user permissions to delete activities. This can be edited by an admin under "company settings" --> "manage users" --> "permission sets"

    If you do have permission to delete activities, you can do so by clicking clicking the three dots on the top right of the activity and then selecting delete: 
     

    image

    You can also bulk delete activities by selecting the activities in the activities view (...pipedrive.com/activities/list/user/....) and then clicking the trash can icon. Hope that helps!

  • Diego Ros
    Diego Ros Member Posts: 3 VERIFIED MEMBER
    edited April 2022 #3
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    Hi @Diego Ros  you have to have the right user permissions to delete activities. This can be edited by an admin under "company settings" --> "manage users" --> "permission sets"

    If you do have permission to delete activities, you can do so by clicking clicking the three dots on the top right of the activity and then selecting delete: 
     

    image

    You can also bulk delete activities by selecting the activities in the activities view (...pipedrive.com/activities/list/user/....) and then clicking the trash can icon. Hope that helps!

    Thank you Liz for your help, I guess I dont have permission to delete them :(

  • Andre Vill - DominateSales.io
    Andre Vill - DominateSales.io Member Posts: 146 VERIFIED MEMBER
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    edited April 2022 #4
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    HI Diego!

    Like Liz said works or you can delete them via the Calendar view as well.

    Just click on the activity you would like to delete and there should be a trashcan in the bottom left corner.

    image
  • Diego Ros
    Diego Ros Member Posts: 3 VERIFIED MEMBER
    edited April 2022 #5
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    HI Diego!

    Like Liz said works or you can delete them via the Calendar view as well.

    Just click on the activity you would like to delete and there should be a trashcan in the bottom left corner.

    image

    Thank you Andre

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