How to Edit and Delete a Lead Pipeline

In this guide, we'll show you how to edit and delete a lead pipeline.

Step 1: Navigate to the Leads Pipeline

Start by logging in to your Pabau account using your login credentials. Navigate to "Leads" in the left sidebar menu, then click on "Pipelines".

Alternatively, you can access the lead pipelines by switching to Kanban view on the Leads listing page.

Step 2: Edit Pipeline

Once you're on the Pipeline page, click "Options" in the top right corner, then "Edit Pipeline".

In the pipeline editing modal, you can change the pipeline name, add or delete pipeline stages, reorder the stages, and set the pipeline as default. The process is the same as when creating a lead pipeline.

To apply the changes you made, click the "Save" button in the top right corner of the page. 

Step 3: Delete Pipeline

To delete a pipeline, click the "Options" button at the top right corner, then select "Delete Pipeline".

Once you select this option, you will be prompted to confirm if you want to delete the pipeline.

You will also have the choice to either move the leads in that pipeline to another one or delete them along with the pipeline. Click the "Delete Pipeline" button to finalize. 

By following these steps, you can delete a lead pipeline from your account.