Delete an Estimate

There are two ways you can delete an Estimate from Service Autopilot: from the Estimate List or from a Client or Lead Account. 

From the Estimates List

  1. Go to CRM > Estimates.
  2. Select the Estimate(s) you would like to delete.
  3. Click Delete.
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From a Client or Lead Account

  1. Navigate to a Client or Lead Account.
  2. Click All to view all Estimates. 
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  3. Click the red "x" to the right of any Estimate to delete it. 
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