How to Remove an Opportunity card(patient) from CRM?

How to Remove an Opportunity card(patient) from CRM?

  1. Go to the Service menu and under the PureCRM tab open PureCRM View


  1. First, select the pipeline under which you want to manage the opportunity details. 


  1. Double-click on the opportunity card to open the details.


  1. Click on the delete button placed at the end of the model as shown in the given image.


  1. Now click on the Yes button to confirm the delete action.

An opportunity has been successfully removed.

                                    
    • Related Articles

    • How to Add a New Opportunity Card in CRM?

      Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to add an opportunity card. Click on the Plus “+” icon placed at the right-hand side top of the screen. Add a patient name and select ...
    • How to Edit Opportunity Details?

      Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. You can add and update details of card status, the ...
    • How to Change Opportunity’s CRM Status?

      Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. Click on the status drop-down and select the new ...
    • How to Assign a Coordinator to The Patient in CRM?

      Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. Now click on the wellness coordinator drop-down and ...
    • How to Add CRM Notes for a Patient?

      Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. Click on the Note tab. Type the note in the text ...