Deleting Pipelines and Pipeline Stages

The Sales Pipeline provides a comprehensive set of features that facilitate, track, and otherwise allow you to oversee the various steps in securing sales. Lead Gen & CRM provides you with a default pipeline, called the Sales Pipeline, but you can create additional pipelines as needed. 

If a pipeline is no longer needed, you can delete pipelines. You may also delete stages within your pipelines. Note that the default Sales Pipeline cannot be deleted. 

In this article, you'll learn how to delete pipelines and pipeline stages. 

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Article Contents

• Accessing the Pipeline Editor
• Deleting Pipeline Stages
• Deleting a Pipeline

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Settings

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Accessing the Pipeline Editor

Multiple pipelines can be active at the same time, as different sales types may require different pipeline stages or other parameters. You can create pipelines to better match your sales needs. This is done through the Pipeline Editor.

To access the Pipeline Editor, click Sales > Opportunities in the left toolbar.

1. Click    Options.
2. Click Edit Pipeline Stages.
   
   

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Alternatively, you can do the following:

1. Click    User Menu > Settings in the top toolbar or Settings at the bottom of the left toolbar. 
2. Click Pipeline Editor, located under Features in the left panel. 
   
   

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Deleting Pipeline Stages

You can delete pipeline stages you no longer need. To delete stages within a pipeline, access the Pipeline Editor.

1. Select the tab of the desired pipeline.
2. Click    Options > Delete in a pipeline stage.
   
   

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3. Move associated leads to a comparable stage in another pipeline, selecting the stage from the first dropdown. 
4. Type DELETE in the text box.
5. Click Delete Deal Stage.
   
   

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Deleting a Pipeline

You can delete pipelines only after you have deleted all stages from a pipeline.

To delete pipelines access the Pipeline Editor.

1. Select the tab of the pipeline to be deleted.
2. Hover over the pipeline's name and click    Delete.
   
   

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3. Click Delete Pipeline in the modal window that appears.
   
   

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