How to Edit or Delete Pipelines

Learn how to modify or remove pipelines in Evolve CRM to keep your workflows and processes up-to-date and aligned with your business needs.

1. Begin by navigating to the Opportunities section.

1 Click here.

2. Next, select the Pipelines option.

2 Click on "Pipelines".

3. Choose the edit icon to modify a pipeline.

3 Then, click here.

4. Now, make necessary changes to your pipeline.

4 Click on "Edit pipeline".

5. Confirm your edits by clicking on Save.

5 Click on "Save".

6. To remove a pipeline, click on the trash icon.

6 Click here.

7. Finally, confirm the deletion to proceed.

7 Next up, click on "Confirmation".

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