Bonterms Help Center

Delete or Update the Status of a Deal

Some Deal actions, such as permanently deleting a Deal or manually updating its status, must be completed by the Bonterms Support team.

Only Admins should submit these requests.

 

Deleting a Deal

Deleting a Deal permanently removes it from your Organization. This is different from archiving a Deal.

To request a Deal deletion:

For the fastest resolution, include the Deal URL or the Counterparty name

 

Updating the Status of a Deal

In certain situations, Bonterms Support can manually update the status of a Deal.

Examples include:

  • Changing a Deal to 'Signed Off Platform'
  • Correcting a Deal stuck in an unexpected status

To request a status update:

Please include the Deal URL, the Counterparty name and the requested status change

 

Quick tips

  • Archived Deals can still be viewed later; deleted Deals cannot be recovered
  • Including the Deal URL helps Support process requests more quickly
  • Only Organization Admins should request Deal deletions or manual status changes

 

Updated

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