How to remove opportunities from groups and delete opportunity groups

The ability to remove individual opportunities from groups helps when an opportunity is inaccurately included in a group or if you decide that you’d prefer to view an opportunity as a separate entry on your Tenders dashboard. Additionally, if you wish to delete an entire group, all individual opportunities must be removed from the group before the group can be deleted.

• How to remove individual opportunities from a group
• How to delete empty opportunity groups

How to remove an individual opportunity from a group

1. Start by finding the group which contains the opportunity you wish to remove. Hover over the group’s row, then click on “Click here to expand.”



2. Click on the drop-down menu at the end of the row. Click on “Remove from group.”



3. The selected bid is automatically removed. You’ll be asked if you want to view the removed bid or return to the group.

4. If you chose to return to the group, you will be able to see the remaining opportunities in the group’s Overview tab. Additionally, the number next to the name of the group will match the number of individual opportunities left in the group.



You can find the opportunity that was removed from the group on your Tenders dashboard. The removed opportunity will be listed under the status it was in before it was removed from the group.

How to delete a group

1. Find the group you wish to delete.



2. Following the steps in the section above, remove all individual opportunities from the group. Once all individual opportunities have been removed, you will no longer see them listed. Instead you will see a message saying: “No opportunities - There are no opportunities in this group.” Additionally, the number next to the name of the group will be 0.

It is not possible to delete a group until all individual opportunities have been removed from the group.



3. Next, look for the drop-down menu on the top right of the screen.



4. Click on “Delete.”



5. A pop-up window will appear asking you to confirm that you want to delete the group. Click on “Delete.” If the option to archive a group is preferable, click on “Archive” instead.



6. You will be automatically directed to your Bid Board and you will no longer see the entry for the group. Instead you will now see the previously removed bids listed individually.

The bids that were removed from the group will be listed under the status they were in while they were in the group. For example, if a bid was “Accepted” while in the group, it will be sorted under “Accepted” in your Bid Board after it’s removed from the group.