How to delete a "Closed Won" opportunity?

Hello once again! In this ocassion I need your help because I was doing some testing in my Sugar Instance but I did not know that the "Closed Won" opportunities won´t delete after entering that stage. 

Someone can guide me through how to delete it? Please!

TIA.

  • Hi Angel,

    Yes we cannot delete the "Closed Won" or "Closed Lost" Opportunities in UI in Sugar. I believe you can delete it only by changing its Sales Stage to other stage like Stage 1 or something. 

    Let us Wait, what our SugarClub Members will suggest. Thank you :)

  • Why do you want to delete them? If you delete them you lose all information about your won and lost business. Deletion means that ir will be gone, never be seen anymore. Really?

    In the Application Guide https://support.sugarcrm.com/Documentation/Sugar_Versions/10.2/Sell/Application_Guide/Opportunities/index.html you find this Note:

    Note: For data integrity purposes, an opportunity related to a revenue line item with a "Closed Won" or "Closed Lost" status may not be deleted. In addition, revenue line items in these statuses may not be deleted.

    So the only way to delete closed Opportunities / Revenue Line Items is to set them to own sales_stages like "archive_won" and "archive_lost" which then can be deleted. But please have a look on the consequences for your own instance.

    Harald Kuske
    Principal Solution Architect – Professional Services, EMEA
    hkuske@sugarcrm.com
    SugarCRM Deutschland GmbH