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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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.
Alternatively, you can do the following:
You can delete pipeline stages you no longer need. To delete stages within a pipeline, access the Pipeline Editor.
You can delete pipelines only after you have deleted all stages from a pipeline.
To delete pipelines access the Pipeline Editor.
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