- 26 Apr 2023
- 1 Minute to read
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Deleting CRM Stages
- Updated on 26 Apr 2023
- 1 Minute to read
- DarkLight
You can delete CRM stages that don't have any opportunities tagged as In progresson the Admin Panel.
You cannot recover deleted records in Nexudus.
Consider exporting your CRM stages before deleting them.
Log in to dashboard.nexudus.com if you aren't already.
Click CRM > CRM Boards.
Click the pencil icon next to the name of the CRM board that you'd like to edit.
Tick the checkbox next to every record you want to delete.
Click Delete xx record(s) in the Bulk actions menu.
Click Yes, do it to confirm.
You've successfully deleted the selected CRM stages.