How to Clear Deals from the Disappeared List

If you need to clear deals that have disappeared from your list, follow these steps for effective management.

Navigating to Your Deals Section

Start by accessing the deals section within your platform. This is where you'll find all options related to managing your deals.

Managing and Filtering Your Deals

Look for features that allow you to manage or filter your deals. Common options include:

• Restore: Use this option if you want to bring a deal back into view.
• Delete: Select this feature if you're certain about permanently removing a deal.
• Archive: Archiving can help keep your workspace organized without losing important information.

If Options Are Not Visible

If you're unable to locate any of these options, it may be helpful to consult the help documentation or support resources provided by the platform. They often contain specific guidance tailored for various situations regarding deal management.

Create Work Orders After Clearing Deals

If you've cleared a deal but still wish to create a work order, note that direct creation from a cleared deal is not possible. However, there are alternative methods available:

Convert Deal Status

You can change the status of the cleared deal from "Clear" back to "RDF." This conversion will enable you to create work orders directly linked with that particular record.

An Alternative Solution: Creating New Deals

If converting the status isn't feasible or you're looking for an expedited solution, consider creating a new deal instead. Here’s how:

1. Create a new deal in the system.
2. Migrate relevant RS (Record Status) and RDF (Record Data Format) information into this new record.