Skip to Content
Menú
This question has been flagged
1 Respondre
2211 Vistes

How can I delete a stage in CRM (or at least make it invisible)?

I have created a stage that has proven to be inappropriate and would like to remove it. I understand that it cannot be deleted (as it contains content) - but how can I archive it? Alternative: invisible, I couldn't manage that with Studio either

Avatar
Descartar
Best Answer

You can't archive it.  You can set it as "folded in pipeline", or ensure that there aren't any leads / opportunities at that stage and then you can delete it.

Avatar
Descartar
Related Posts Respostes Vistes Activitat
2
d’ag. 25
2020
1
de juny 22
3757
0
de set. 17
3878
1
de set. 16
5751
0
de març 15
4750