Last Revised: Written by Veloxity CRM Time Estimate: Less than 1 minute to read. Version 2.0
Step-by-step guide
From the Main Menu, click My Profile > CRM Setup > Sales Stages
- Click the row number of the Sales Stage you want to remove. This highlights the Sales Stage(s) to be removed.
- Click Remove Selected Sales Stages.
- Click Save.
- Fix Sales Stages. See Fix Sales Stages.
You are looking at a screenshot demonstrating how to Remove Sales Stages:
Figure 1. Removing Sales Stages.
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