What Deleting and Restoring Mean
An opportunity is an individual deal or client record inside a pipeline. A pipeline is the structure that organizes opportunities through sales stages. Deleting an opportunity removes it from the active opportunity view. Deleted opportunities can be restored for up to 60 days if the linked contact still exists. Deleting a pipeline removes the pipeline, its stages, and its associated opportunities from active use. Restoring a deleted pipeline restores the full pipeline structure.
Permissions and Recovery Rules
Only agency admins and account admins can delete or restore pipelines. Deleted opportunities and pipelines are recoverable for up to 60 days. Opportunities linked to deleted contacts cannot be restored. Audit Logs track delete and restore activity, including who acted and when.
Delete a Single Opportunity
Go to Opportunities in the left menu.
Open the Opportunities tab.
Select the correct pipeline from the pipeline dropdown.
Locate the opportunity you want to delete.
Open the opportunity details.
Click the Delete icon.
Confirm the deletion.
Bulk Delete Opportunities
Go to Opportunities.
Open the Opportunities tab.
Select multiple opportunities using the checkboxes.
Click Delete in the bulk action bar.
Type DELETE to confirm the action.
Submit the bulk delete.
After the request starts, Kyrios processes the deletion asynchronously.
Use the Bulk Actions link in the success message to track progress.
Restore Opportunities from Bulk Actions
Go to Opportunities.
Open Bulk Actions.
Locate the delete action you want to reverse.
Click the ellipsis menu.
Select Restore.
Confirm the restore action.
Opportunities linked to deleted contacts cannot be restored.
Restore Opportunities from Audit Logs
Go to Settings from the left menu.
Click Audit Logs.
Set Action to Deleted.
Set Module to Opportunity.
Find the deleted opportunity.
Click the ellipsis menu.
Select Restore.
Delete a Pipeline
Only agency admins and account admins can delete pipelines.
Go to Opportunities.
Click the Pipelines tab.
Find the pipeline you want to delete.
Click the trash icon.
Confirm the deletion.
Deleting a pipeline removes the pipeline, its stages, and its associated opportunities from active use.
Restore a Deleted Pipeline
Go to Settings.
Open Audit Logs.
Filter the logs for deleted pipeline activity.
Find the deleted pipeline.
Click the ellipsis menu.
Select Restore.
Restoring a pipeline restores the pipeline, its stages, and its associated opportunities.
Common Issues and Fixes
The restore option does not appear
Confirm the deleted item is still within the 60-day recovery period. Also, confirm you have admin permissions.
An opportunity cannot be restored
If the opportunity was linked to a deleted contact, it cannot be restored.
A pipeline restore brings back more than expected
Pipelines are restored as a full structure. Restoring a deleted pipeline also restores its stages and associated opportunities.
I cannot delete or restore a pipeline
Only agency admins and account admins can delete or restore pipelines.
FAQ
How long are deleted pipelines and opportunities recoverable?
Deleted pipelines and opportunities are recoverable for up to 60 days from the deletion date.
Can I restore one opportunity from a deleted pipeline?
No. A deleted pipeline must be restored as a full pipeline. This restores its stages and associated opportunities.
Who can restore pipelines or opportunities?
Agency admins and account admins can restore pipelines. Opportunity to restore access depends on account permissions.
What happens after 60 days?
After 60 days, deleted pipelines and opportunities are no longer recoverable.
Is there a log of who deleted or restored a pipeline or opportunity?
Yes. Audit Logs show delete and restore activity, including the user and timestamp.