Skip to Content
Menu
This question has been flagged
1 Reply
1562 Views

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
Discard
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
Discard
Related Posts Replies Views Activity
0
Mar 25
897
1
Jun 22
3192
0
Sep 17
3363
1
Sep 16
5176
0
Mar 15
4237