Removing a pipeline forecast from your system doesn't have to be complicated. This guide will walk you through a simple, step-by-step process to ensure you can delete any pipeline forecast quickly and without confusion.
Follow these steps to keep your pipeline module organized and up-to-date.
Step 1: Navigate to the Pipeline Module
First, you will need to access the Pipeline Module, where all your forecasts are managed. Here's how:
Find and click on the Pipeline Module. It's on your navigation bar. The module is where all your pipeline activities are displayed and managed.
Step 2: Locate the Delete Icon
Once inside the Pipeline Module, you'll see a list of your pipelines. Each pipeline entry is equipped with a set of action icons, including the all-important Delete icon. Here's what to do:
Look on the right side of the screen for the Delete icon, which is typically represented by a trash can or a cross symbol and is found next to each pipeline name.
Identify the pipeline forecast you wish to delete. Make sure you're selecting the correct one to avoid accidentally deleting important data.
Step 3: Initiating the Deletion Process
Now that you've found the Delete icon for the pipeline you want to remove, it's time to initiate the deletion process. Here's how:
Click on the Delete icon. This action prompts the system to ask for your confirmation before permanently deleting the pipeline forecast.
Confirm your decision. You'll likely see a pop-up or a dialog box asking, "Are you sure you want to delete this pipeline?" This is a safety measure to prevent accidental deletions.
Confirming Your Choice
Select 'Delete' to proceed with the deletion. If you have second thoughts or click the Delete icon by mistake, click' Cancel' now.
Completion and Verification
After confirming your choice, the system will remove the selected pipeline forecast. You should see a confirmation message or notice the entry disappearing from the list, indicating the process is complete.
Verify the deletion by reviewing your pipeline list. The deleted forecast should no longer be present.
Deleting a pipeline forecast is a straightforward process designed to be user-friendly. By following these steps, you can efficiently manage and organize your pipeline forecasts and ensure that your module only contains relevant and up-to-date information.
If you encounter any difficulties or have questions about managing your pipelines, don't hesitate to reach out to our support team for assistance.