What will happen to the deals when a pipeline is deleted?
When a pipeline is deleted following will occur:
- Closed deals will be retained in the pipeline. You will not be prompted to transfer them to another pipeline.
- Open deals must be transferred to another pipeline from the same layout. You will be prompted to transfer them when you delete a pipeline.
To delete a pipeline:
- Go to Setup > Customization > Pipelines and hover over the More icon and click Delete.
Remember that deals that are locked due to pending approval or review will not be transferred to another pipeline.
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