How to delete stages from my pipeline
Deleting a pipeline stage in Bitrix24 requires accessing CRM settings as an administrator, locating the stage, and confirming the reassignment of any deals in that stage. System stages cannot be deleted. In Teeo, one message is enough to remove the stage.
How to do it in Teeo
“Delete the stage Proposal Sent from my sales pipeline”
The stage is deleted. Deals in that stage are shown for you to reassign if needed.
How to delete stages from my pipeline in Bitrix24: step by step
Requirements
- ·Only Bitrix24 administrators can delete pipeline stages.
- ·System stages ('New', 'Won', 'Lost') cannot be deleted. Only custom stages can be removed.
- ·If there are deals in the stage to be deleted, Bitrix24 will ask you to move them to another stage before confirming the deletion.
Log in as administrator in Bitrix24
Go to your Bitrix24 portal and log in with an account that has CRM administrator permissions. Without these permissions the option to delete stages will not be available.
Access the CRM module
In the left-side navigation bar, click 'CRM' to open the main module.
Open CRM Settings
Inside CRM, click 'Settings' in the side menu or the gear icon. The CRM settings panel will open.
Navigate to Deal Stages or Pipelines
Inside Settings, click 'Deal Stages' for the default pipeline, or 'Pipelines' if you have multiple and want to edit a specific one. The full list of configured stages will be displayed.
Select the correct pipeline
If you have multiple pipelines, select the sales pipeline that contains the 'Proposal Sent' stage you want to delete.
Locate the stage and click the delete icon
In the stages list, find 'Proposal Sent'. Click the trash icon or the 'Delete' button that appears when hovering over the stage. System stages will not have this icon available.
Reassign deals if they exist in that stage
If there are deals in the 'Proposal Sent' stage, Bitrix24 will show a dialog asking you to choose a destination stage to move them to. Select the appropriate stage from the dropdown and confirm the reassignment.
Confirm the stage deletion
Click 'Delete' or 'Confirm' in the confirmation dialog. The stage will be permanently removed from the pipeline. Verify it no longer appears in the stages list.
Frequently asked questions
How do I delete a pipeline stage in Bitrix24?
To delete a pipeline stage in Bitrix24, go to CRM → Settings → Deal Stages, find the custom stage you want to remove, and click the trash icon. If there are deals in that stage, the system will ask you to reassign them before confirming the deletion. Administrator permissions are required.
Can I delete the 'New', 'Won', or 'Lost' stages from the Bitrix24 pipeline?
No. System stages like 'New', 'Won', and 'Lost' are default Bitrix24 stages that cannot be deleted. You can only delete custom stages that you have created. If you need to modify the behavior of these stages, you may be able to rename them in some cases.
What happens to deals when I delete a stage in Bitrix24?
When you delete a stage in Bitrix24, the system automatically detects if there are deals in that stage and asks you to move them to another before proceeding. No deals are lost in the process. In Teeo, when deleting a stage the affected deals are also shown for reassignment.