How to delete stages from my pipeline
Deleting a stage from a Copper CRM pipeline requires admin permissions and takes around 10 minutes. Before deleting the stage, Copper will prompt you to reassign any deals in it to another stage in the same pipeline. The process is done from Settings > Pipelines. In Teeo, you name the stage to delete in one message and the system handles it.
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 Copper: step by step
Requirements
- ·Only account administrators can delete stages from a pipeline in Copper.
- ·If there are active opportunities (deals) in the stage you want to delete, Copper will prompt you to move them to another stage before allowing the deletion.
- ·Deleting a stage is permanent. Historical data for deals that passed through that stage is retained, but the stage itself cannot be recovered.
Log in to Copper as an administrator
Go to app.copper.com and sign in with your Google Workspace account. You must have admin permissions to modify pipeline settings.
Open account settings
Click the gear icon (⚙) in the corner of the screen to access Settings.
Navigate to the Pipelines section
Inside Settings, click 'Pipelines' in the sidebar. You will see a list of all pipelines in your account.
Select the pipeline containing the stage to delete
Click the name of the sales pipeline where the 'Proposal Sent' stage is located. The edit view will open showing all pipeline stages.
Click the delete icon (X) next to the stage
Find the 'Proposal Sent' stage in the list and click the delete icon (X or trash icon) that appears when hovering over it. If there are opportunities in that stage, Copper will show a warning.
Reassign existing deals in the stage
If the reassignment dialog appears, select the destination stage to move all deals currently in 'Proposal Sent'. Choose the most appropriate stage in the pipeline (e.g., the previous or next stage). Confirm the reassignment.
Confirm the stage deletion
After reassigning the deals, confirm the stage deletion when Copper prompts you. The stage will disappear from the pipeline list.
Save the pipeline changes
Click 'Save' or 'Save Changes' to save the updated pipeline configuration. Changes will be applied immediately for all users in the account.
Frequently asked questions
What happens to deals when I delete a stage in Copper?
When you try to delete a stage that has active deals in Copper, the platform prompts you to reassign those deals to another stage in the same pipeline before allowing the deletion. You must select the destination stage in the dialog that appears. If the stage has no active deals, it can be deleted directly.
Can a deleted stage be recovered in Copper?
No. Deleting a stage in Copper is permanent and cannot be undone. Historical data for deals that passed through that stage is retained in each opportunity's history, but the stage itself cannot be restored. We recommend verifying there are no active deals before deleting.
Can I delete stages in Copper if I'm not an administrator?
No. Only users with the admin role have access to Settings > Pipelines in Copper. Standard users cannot modify stage configurations. If you need to delete a stage and don't have permissions, you must request the change from your account administrator.