How do I reset my CRM pipeline / delete deals?

To reset your CRM pipeline and delete deals, you need to handle deals and pipeline stages separately.

Deleting Individual Deals

1. Click CRM in the left sidebar, then click the Deals tab.
2. On the kanban board, click any deal card to open it.
3. Click the three-dot menu (⋮) at the top right.
4. Click Delete record.
5. Confirm the deletion in the dialog that appears.

Deleting Multiple Deals at Once

Currently, there is no bulk delete option for deals. You must delete them one at a time using the steps above.

Modifying Pipeline Stages

1. Click CRM in the left sidebar, then click the Deals tab.
2. Choose the pipeline you want to change from the All Pipelines dropdown at the top of the page.
3. Click the three-dot menu near Export, Import Deals, and Add Deal, then click Edit Pipeline.
4. In the dialog that opens:
   • To remove a stage: Click the trash icon next to it
   • To add a stage: Click Add Stage
   • To reorder: Drag the grip handle on the left of any stage
5. Click Update Pipeline.

Important: A stage with deals cannot simply be removed. Move or delete the deals in that stage first, then edit the pipeline again.

Limitations

• You cannot delete the last "Won" stage or the last "Lost" stage. Every pipeline must have at least one of each.
• There is no "reset all" button to clear your entire CRM at once.
• Deleted deals cannot be recovered.

To Start Fresh

1. Delete all deals individually (as described above).
2. Edit your pipeline to remove unwanted stages or create a new pipeline from scratch.
3. If needed, create a new pipeline from the Deals page three-dot menu → Add Pipeline.

Related

• Managing People
• Managing Companies
• Deals and Pipelines