Delete Pipeline

It is sometimes necessary to remove a pipeline from a deal when it is no longer needed.

Click 'Dashboard' or 'Deal' to navigate to the Deals page. Click the pipeline dropdown, select the pipeline that you want to delete then, click the 'Edit This Pipeline' button. Then, the 'Pipeline Editor' module will open. In the upper right corner, click the 'Delete Pipeline' button. Then, you will be prompted to confirm the delete request, click ‘Yes‘ to proceed delete pipeline or you can click ‘No‘ to return to the pipeline editor.

Delete Pipeline