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How can I delete a stage in CRM (or at least make it invisible)?
I have created a stage that has proven to be inappropriate and would like to remove it. I understand that it cannot be deleted (as it contains content) - but how can I archive it? Alternative: invisible, I couldn't manage that with Studio either
You can't archive it. You can set it as "folded in pipeline", or ensure that there aren't any leads / opportunities at that stage and then you can delete it.
أنشئ حساباً اليوم لتستمتع بالخصائص الحصرية، وتفاعل مع مجتمعنا الرائع!
تسجيل| المنشورات ذات الصلة | الردود | أدوات العرض | النشاط | |
|---|---|---|---|---|
|
2
أغسطس 25
|
1657 | ||
|
1
يونيو 22
|
3534 | ||
|
0
سبتمبر 17
|
3593 | ||
|
1
سبتمبر 16
|
5418 | ||
|
0
مارس 15
|
4506 |
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