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    Pipelines

    • Overview of pipelines screen
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    • How to delete a list from a pipeline
    • How to rename a pipeline list

    How to delete a pipeline

    Table of Contents

    Steps to delete a pipeline

    Steps to delete a pipeline

    Step 1 - Go to the main settings page.

    Step 2 - Under Under Publications & Bookings > Select Pipelines.

    Step 3 - Locate the pipeline you want to delete and click the red Delete button.

    Note: only pipelines with 0 cards will display the delete button.

     

     

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    Overview of pipelines screen How to use the sales pipeline Pipeline settings How to add a client to a pipeline How to delete a pipeline How to add a list to a pipeline How to delete a list from a pipeline How to rename a pipeline list
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