users Restrict Opportunity Deletion
O
Onur Erdem Erdur
Currently, users are able to delete opportunities because they are treated as temporary pipeline or deal records used for day-to-day sales operations.
For future updates, it would be valuable to provide an option to restrict or disable opportunity deletion. This would help organizations preserve historical sales data, prevent accidental deletions, and maintain more accurate reporting.
Suggested Enhancement:
* Add a setting that allows administrators to disable opportunity deletion.
* Introduce role-based permissions to control which users can delete opportunities.
* Include optional soft-delete and restore functionality.
* Maintain an audit log of deleted opportunities for accountability.
This enhancement would give organizations greater control over their CRM data and help protect important pipeline and sales history records.
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P
Pallavi Kothari
Merged in a post:
Feature Request: Restrict Deletion of Opportunity Cards
O
Onur Erdem Erdur
Dear Team,
We would like to request a new permission feature in GoHighLevel that prevents specific users from deleting Opportunity Cards.
Requested Feature
Please add a user permission setting that allows administrators to disable the ability to delete Opportunity Cards for selected users or roles.
Suggested Permission
Delete Opportunity Cards: Enable / Disable
When this permission is disabled, the user should still be able to:
View Opportunity Cards
Edit Opportunity Cards
Move Opportunity Cards between pipeline stages
However, they should not be allowed to delete Opportunity Cards.
Purpose and Benefits
This feature would help us:
Prevent accidental deletion of important sales opportunities
Protect valuable customer and pipeline data
Limit deletion rights to administrators only
Improve access control and accountability
Business Impact
Opportunity Cards contain critical sales and lead information. Restricting deletion permissions will help maintain data integrity and reduce the risk of losing important records.
We believe this enhancement would be highly valuable for businesses that require stricter control over user permissions.
Thank you for considering this feature request.
Best regards,
P
Pallavi Kothari
Merged in a post:
Restrict Opportunity Deletion from Staff Roles
P
Prashant Gurung