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: Go to the Pipeline Module
From the left-hand menu, click on Pipeline to view all your saved forecasts.
Step 2: Find the Forecast You Want to Delete
In the forecast list, locate the entry you'd like to remove.
Step 3: Use the 3-dot Menu to Delete
In the top-right corner of the forecast view, click on the three-dot menu (⋮).
From the dropdown, select Delete.
Step 4: Confirm the Deletion
A confirmation prompt will appear asking:
“Are you sure you want to delete this pipeline?”
Click Delete to proceed, or Cancel if you changed your mind.
Step 5: Verify It’s Gone
After confirming, the pipeline forecast will be removed from your list. Double-check the page to ensure it's no longer visible.
Deleting a pipeline forecast is a straightforward process designed to be user-friendly. Following these steps, you can efficiently manage and organize your pipeline forecasts and ensure that your module only contains relevant, up-to-date information.
If you encounter any difficulties or have questions about managing your pipelines, don't hesitate to contact our support team for assistance.