Maintain an organized and efficient sales pipeline by learning how to delete funnels and funnel steps in Pest AI. This article provides a comprehensive, step-by-step guide on removing entire funnels or individual steps, helping you streamline your workflow and keep your pipeline clutter-free. Ideal for users looking to manage their pest management processes effectively and maintain a clean workspace in Pest AI.
1. Start by clicking on 'Sites' to proceed.
2. Next, select a funnel and access more options via the three dots.
3. Then, choose 'Delete' from the dropdown menu.
4. Now click 'Delete' again to confirm the funnel deletion.
5. Afterwards, select another funnel to manage.
6. Following this, pick a specific step from the funnel steps list.
7. Subsequently, click on 'Delete Funnel Step' for the selected step.
8. Type 'DELETE' in the input field to verify.
9. Lastly, click 'Delete' to finalize the deletion process.
Did this answer your question?
😞
😐
😁
How to Delete Funnels and Funnel Steps in Pest AI | Pest AI
