Bỏ qua để đến Nội dung
Menu
Câu hỏi này đã bị gắn cờ
4 Trả lời
5768 Lượt xem

I'mt just trynig to delete my first stage. It's fold on the kanban and it doesn't have any lead on it, but it pops up this error:


The operation cannot be completed: another model requires the record being deleted. If possible, archive it instead.
Model: Lead/Opportunity (crm.lead), Constraint: crm_lead_stage_id_fkey

I have no idea what's that constraint.

Thanks.

Ảnh đại diện
Huỷ bỏ
Câu trả lời hay nhất

You must search for all the opportunities you have in that stage and move them to another, when the stage has no associated opportunity you can delete it. You should also search with archived or lost opportunities, which will not be displayed.

Ảnh đại diện
Huỷ bỏ
Câu trả lời hay nhất

I had the same problem. Found some subtasks assigned to that stage.

Ảnh đại diện
Huỷ bỏ
Tác giả Câu trả lời hay nhất

No, there are no lost opportunities there. I do have 2 sals teams, but none of them is assigned to that stage. :(

Ảnh đại diện
Huỷ bỏ

Hi Marco!

Did you find a way to delete the stage? I have the same problem and cannot find what it can be related to :(

Tác giả

Hi Estelle,

Yes but our programmer did it, I have no idea what

Câu trả lời hay nhất

check if there is any lost(archived) opportunities.

if you have more then one sales team, check if that stage do not assigned to team.

Ảnh đại diện
Huỷ bỏ