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    Deleting CRM Stages
    • 26 Apr 2023
    • 1 Minuto para leer
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    Contenido

    Deleting CRM Stages

    • Actualizado en 26 Apr 2023
    • 1 Minuto para leer
    • Oscuro
      Ligero
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    Resumen del artículo

    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.

    All opportunities tagged as Won or Lost within the selected stages will also be deleted.

    1. Log in to dashboard.nexudus.com if you aren't already.

    3. Click the pencil icon next to the name of the CRM board that you'd like to edit.


    4. Tick the checkbox next to every record you want to delete.

    5. Click Delete xx record(s) in the Bulk actions menu.

    6. Click Yes, do it to confirm.

    You've successfully deleted the selected CRM stages.

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