How to Delete Offers

To maintain accurate tracking of transactions and ensure that you don’t lose valuable data, offers cannot be deleted from CloseDeal. However, you can manage which offers are visible to your audience. Here’s how:

Managing Offers

Set Offers to “Offline”:

Instead of deleting an offer, you can mark it as “Offline.” This option is available in the last step of editing the offer, in the preview. Setting an offer to “Offline” will hide it from your audience while preserving the transaction history and details associated with it.

Benefits of Setting Offers to “Offline”

Maintain Transaction History:

Keeping offers in the system allows you to retain records of all transactions associated with them, which is important for accurate tracking and reporting.

Control Visibility:

By marking offers as “Offline,” you can ensure that only the products and services you want to be visible are shown to your audience, while still keeping the historical data intact.

By using the “Offline” option, you can effectively manage your offers while preserving important transaction information.