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Deleting Opportunity Stages

Last post 07-10-2014 3:49 PM by Method_Audisho. 1 replies.
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  • 07-10-2014 10:35 AM

    Deleting Opportunity Stages

    Is there a way to delete some of the default "Stage"s in Opportunities? 

    We want to get rid of: Closed Won, id. Decision Makers, Needs Analysis, Perception Analysis, Prospecting and Value Proposition. I have been playing around in there are while and can't seem to find a place to delete those. Anything you suggest would be greatly appreciated!

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  • 07-10-2014 3:49 PM In reply to

    Re: Deleting Opportunity Stages

    Hi EMMInc1,

    When editing or creating a new opportunity, beside the stage dropdown, there is an ellipsis button.

    Opportunity Stage

    Clicking this button will open a screen which allows you to add new or edit existing opportunity stages. To remove a stage, simply select it, click the “More actions…” button and click “Delete Opportunity Stage”.

    Delete Opportunity Stage


    Audisho Sada
    Product Manager
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