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Delete an empty pipeline stage

The empty stage is removed from the pipeline.

Before you start

  • An existing pipeline available to your account.

Step by step

  1. Open the pipeline and check the deals in the stage to remove.

  2. Move those deals to another column.

  3. Open Stages and click the trash icon for the empty stage.

  4. Confirm deletion and check that the column is gone.

  5. In confirmation, use Cancel or close the dialog to abandon deletion. Move deals out first: the screen blocks deletion of a populated stage.

Check your result

The empty stage is removed from the pipeline.

What you need to know

  • The screen prevents deletion while a stage still contains deals.
Open this screen in OneWhats

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