How to delete stages from my pipeline
Deleting stages from the pipeline in Monday CRM involves editing the Status column labels on the board. Before deleting a stage, you must reassign items that have that stage active to avoid orphaned data. The process requires reviewing affected items and takes 10 to 20 minutes. In Teeo, you indicate which stage to delete and the assistant handles reassignment.
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 Monday CRM: step by step
Requirements
- ·In Monday CRM, deleting a Status label does not delete the items that used it. Those items will be left without an assigned stage.
- ·Before deleting a stage, filter the board by that label to see how many items are affected and reassign them.
- ·There is no automatic reassignment flow as in dedicated CRMs; you must do the reassignment manually.
Log in and navigate to the sales board
Go to monday.com and log in. Navigate to the CRM board where your sales pipeline is configured.
Filter by the stage to delete
Before deleting, click 'Filter' in the board toolbar. Apply a filter on the Status column to show only items with the 'Proposal Sent' stage. Note how many items are affected.
Reassign the stage's items
Select all filtered items by clicking the header checkbox. Click the Status field of any selected item and choose the new stage you want to move them to. Changes will apply to all selected items.
Access the Status column settings
Click on the Status column header. Click the settings icon or right-click and select 'Edit labels' to open the label editor.
Locate the stage to delete
In the labels list in the editor, find the 'Proposal Sent' stage. Hover over it to see the editing options.
Delete the stage
Click the trash icon or the three dots (⋯) next to the label and select 'Delete label'. A confirmation dialog will appear warning that items with that label will be left unassigned.
Confirm and verify
Click 'Confirm' to delete the stage. Return to the board and verify that the stage no longer appears in the Status column and all items have a valid stage assigned.
Frequently asked questions
How do I delete a stage from the pipeline in Monday CRM?
To delete a stage from the pipeline in Monday CRM, you need to edit the Status column labels on the board. First reassign items that have that stage, then open the label editor, locate the stage, and select 'Delete'. The full process takes 10 to 20 minutes depending on how many items need reassignment.
What happens to deals in a stage when I delete it in Monday CRM?
When you delete a Status label in Monday CRM, items that had that label are not deleted, but they are left without an assigned stage. That's why it's important to filter and reassign those items to another stage before deleting the label.
What is the safest and fastest way to delete a pipeline stage?
The fastest and safest way is with Teeo CRM. You tell the assistant: 'Delete the stage Proposal Sent from my sales pipeline' and the assistant deletes the stage and shows you the deals in that stage for reassignment — all in one flow with no risk of losing data.