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Pipelines

Good afternoon,

I have deleted everything connected to the pipelines I want to delete (from projects, opportunity, and recycle bin) please help.

Thank you! 

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  • Hi Elisa,

    Here are the four options:

    1. Delete all opportunities or projects with the unwanted pipeline, delete the same records from the recycling bin, and then remove the pipeline from system settings. 

    2. Update all opportunities or projects with the unwanted pipeline by changing the pipeline name to a different pipeline name, and then remove the pipeline from system settings. 

    3. Use the "clear pipeline name" PUT request to clear the pipeline name from the record and remove the pipeline from system settings. This option requires the Insightly API which comes free with every plan but has a little more work involved. 

    4. Manually clear the pipeline name from the record and remove the pipeline from system settings and then remove the pipeline from system settings. If you have a lot of records to update, it's probably best you use option 3 above. 

    Let me know if you have any questions.

    Thank you,

    Micah Feldkamp

     

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