Streamline your sales operations by learning how to delete a pipeline in Aesthetix CRM. This article offers a straightforward, step-by-step guide to removing outdated or unnecessary pipelines, ensuring your CRM remains clutter-free and focused on the most relevant sales processes. Explore the implications of deleting a pipeline and discover best practices for managing your sales structures effectively. By the end of this guide, you'll be equipped to maintain a more organized and efficient CRM environment.
1. To start, click "Pipelines".
2. Click on "Pipelines".
3. Select the pipeline you want to delete, then click the delete icon next to it.