Once you've completed a project and you no longer need to follow up with your client you'll want to remove it from your dashboard to keep things clean. To delete a project from your dashboard click on the file you want to remove.

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Then do one of two things:

  1. Check off any sales behavior that has been completed with the date that has not been checked off yet and save or
  2. Delete the sales behavior date and save
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Once you go back to your dashboard you will notice that the project is no longer there.

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