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1 Odgovori
1646 Prikazi

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

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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.

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