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How Do I Remove a Serving Date From My Opportunity?

Amy Vitulli
  • Updated

Learn how to delete a Serving Date, Time Slot, Roles, and Items from your Opportunity.

Start by editing the Opportunity

  1. In your Admin Dashboard, find the Opportunity you need by clicking on Active, Draft or Past Opportunities in the top left corner.
  2. When the list of Opportunities loads, find the Edit button to the right of the Opportunity you wish to remove dates from.
  3. Click Needs on the next page that loads. This will show the list of dates in that Opportunity.

 

Removing Dates, Serving Times, and Roles/Items

Along with serving dates, serving times and roles/items can be removed from Opportunities as well. Each of these components has its own button to remove it from the Opportunity. Take a look at the image below on where each component can be removed:

 

Delete the entire Serving Date or a Role/Item:

Screen_Shot_2022-09-09_at_10.32.32_AM.png

 

 

Deleting the Serving Time:

Screen_Shot_2022-09-09_at_10.43.37_AM.png

 

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