Not planned

Deleting Tasks attached to a Lost or Abandoned Opportunity

 When an Opportunity (or Project) is LOST or ABANDONED the unneeded Tasks are not deleted. What is the correct procedure?

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  • I just delete them, but I’d love to know if there were a smarter course of action!

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  • Hey guys,

    Maggie is correct, you need to manually delete projects related to an abandoned or lost opportunity or project. Insightly doesn't currently have this functionality. I would recommend putting this in our ideas and suggestions page so others can vote in on it!

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