Lead Gen & CRM
How can we help you?
Search our help articles, video tutorials, and quickstart guides

You've got this. You've got us. Search our Knowledge Base to quickly find answers to your questions.

Deleting Pipelines and Pipeline Stages

Article: 000050778
Updated: July 11, 2024

The Sales Pipeline provides a set of features that track and facilitate the steps in securing sales. Stages in the pipeline describe each part of the sales process. Learn how to delete pipelines and pipeline stages.

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. 


Article Contents

 
Users:
Administrators 
Company Managers 
Marketing Managers  
Sales Managers 
Salespersons 
Jr. Salespersons 

 

Accessing the Pipeline Editor

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.

  1. Click  Three Dots Icon  Options.
  2. Click Edit Pipeline Stages.

    Click Edit Pipeline Stages

     

Alternatively, you can do the following:

  1. Click  User Menu Icon  User Menu > Settings in the top toolbar or Settings at the bottom of the left toolbar. 
  2. Click Pipeline Editor, located under Features in the left panel. 

    Click Pipeline Editor

     


 

Deleting Pipeline Stages

You can delete pipeline stages you no longer need. To delete stages within a pipeline, access the Pipeline Editor.

  1. Select the tab of the desired pipeline.
  2. Click  more.png  Options > Delete in a pipeline stage.

    Click Options Delete

     

  3. Move associated leads to a comparable stage in another pipeline, selecting the stage from the first dropdown. 
  4. Type DELETE in the text box.
  5. Click Delete Deal Stage.

    Click Delete Deal Stage

     



Deleting a Pipeline

You can delete pipelines only after you have deleted all stages from a pipeline.

Important: The default pipeline, which is titled Sales Pipeline, cannot be deleted.

To delete pipelines access the Pipeline Editor.

  1. Select the tab of the pipeline to be deleted.
  2. Hover over the pipeline's name and click  close.png  Delete.

    Hover over the pipeline name and click the X

     

  3. Click Delete Pipeline in the modal window that appears.

    Clikc Delete Pipeline in the modal popup window

     


Did this article answer your question?


Constant Contact Logo

Copyright © 2025 · All Rights Reserved · Constant Contact · Privacy Center