Is it OK to delete an opportunity from the pipeline?

The contact record — the person's name, phone, email, conversation history, and notes — is permanent and separate from the opportunity card. When you delete an opportunity, you are only removing the pipeline card. The contact stays in RootLogic. If this person comes back later, their history is still there.

Good candidates for deletion: obvious spam submissions, bot leads, wrong numbers, someone who contacted you for a completely unrelated service, or a duplicate entry for the same person. These cards have no business being in the pipeline and their presence makes your numbers look worse than reality.

Click on the opportunity card to open the detail panel. Look for the three-dot menu (ellipsis) in the top right corner of the panel, or a trash can icon at the bottom. Click it and confirm the deletion. The card is removed from the pipeline. The contact record remains accessible from the Contacts tab if you ever need to look them up.

A real lead who said "no thanks for now" or stopped responding is not the same as spam. Leave these in Lead Received. The 45-day automated nurture sequence is designed exactly for these people — it keeps gently following up so you don't have to. After 45 days with no movement, the system sends a final message and cleans the card automatically. Your job is to manage active leads; the system manages the quiet ones.