Easy way to delete pipeline

Smart CRM & Sales Hub CRM
1

Is there an easy way to delete a pipeline when, for example, it has a volume of data dat within it -

mattjohnson068_0-1714428760284.jpg
mattjohnson068_0-1714428760284.jpg844×979 95.1 KB

Do I have to go and manually remove or delete all of this data before deleting to the pipeline or is there a way to ‘force delete’ the pipleine and all the data?

Matt

2

Hi @mattjohnson068,

You need to make sure the pipeline is empty before you can delete it. This can be easily done by bulk deleting all deals in a pipeline: Delete CRM records

Navigate to the deal index page, switch to the list view, make sure the right pipeline is selected, select all deals, and delete them.

After doing this, you can delete the pipeline itself.

Best regards

3

“After doing this, you can delete the pipeline itself.” WHERE? I don’t see any delete options (no button or menu entry) on my empty pipelines.

4

Excellent thank you @karstenkoehler!

5

Hey @mattjohnson068

so first you 'll need to migrate or delete all the associated records in the pipeline.

you can do it by bulk as Karsten mentioned.

Just to remember to also check out workflows and associations (quotes, paymentes, etc) that may stop working from deleting this pipeline.

hope this helps

6

Hey @mattjohnson068

Kindly go through this article and you will understand how to customize your pipelines in HubSpot: Set up and manage object pipelines.

Shubham_Sharma_0-1714479381754.png
Shubham_Sharma_0-1714479381754.png792×108 21.9 KB

Let me know if you have any followup questions !