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How to Edit or Delete Pipelines

Learn step-by-step how to efficiently edit or delete your existing pipelines in Pest AI CRM. This guide will help you keep your sales processes streamlined and up-to-date, ensuring your data remains accurate and relevant.

1. Navigate to Settings to proceed.

1 Click on "Settings".

2. Next, access Opportunities & Pipelines.

2 Click on "Opportunities & Pipelines".

3. Then, select Pipelines from the menu.

3 After that, click on "Pipelines".

4. Choose to Edit the selected pipeline.

4 Now, click here.

5. Make changes and confirm by saving.

5 Now, click on "Save".

6. Or opt to Delete the pipeline instead.

6 Upload

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How to Edit or Delete Pipelines | Pest AI