How do I delete or archive Products and Price Books?

Question

We have Products and Price Books we are no longer using, how can we remove them from Insightly?

Answer

Once a Product or Price Book is associated with an Opportunity or a Quote, you cannot delete it.

If the Product or Price Book hasn't been associated with another record, you can delete them from the actions menu.

If the product or Price Book has been connected to another record, you will have the option to archive it. To do this, you will have to mark it as inactive.

Archived Products will no longer appear as an option in your Price Books. Any archived Price Books will only appear in the Archived Products List View.

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