Skip to main content

Deleting a Stage in Your Pipeline

This article will walk you through the steps to delete a stage from your pipeline.

Rye Jones avatar
Written by Rye Jones
Updated over 3 years ago

Prerequisite:

  • You will need be an Admin on your NextStage account in order to delete a stage.

Instructions:

  • Start by going to the pipeline view on the top left. From there you will be able to choose your desired pipeline.

  • Once you have selected your pipeline, you will find the stage that you want to delete.

  • Next you will click on the stage that you want to delete. In this example, we will be deleting the Proposal stage. Clinking on the stage name will open the Edit Stage page.

  • Once you're in the Edit Stage page you will click Delete Stage.

  • Once you have clicked Delete Stage you will be sent to a page confirming that you want to delete the stage that you have selected.

  • If you're sure that you want to delete that stage, click the Delete (stage name) button below.

  • Once you have successfully deleted the stage, you will see that the deleted stage is no longer in your Pipeline.

    • In this example we can see that the Proposal stage is no longer in your pipeline.

Did this answer your question?