How to Delete a Stage or Funnel

Path: Community Settings >> Workflow >> Funnel Management >> Edit (Funnel)

Administrators can delete a stage from the funnel management area only if it does not contain any ideas. 

If the stage contains even one idea, then the delete option will not be visible to the administrators. In order to delete a particular stage all ideas within that stage need to be moved to another stage.

Deleting a funnel

Path: Community Settings >> Workflow >> Funnel Management >> Delete

Community administrators can delete an entire funnel permanently. 

The Community administrator cannot delete a funnel if there are any of the below are true:

  1. The funnel is being used by a campaign

  2. Ideas are currently in any of the stages within that campaign

  3. More than one stage exists in the funnel

The default workflow funnel cannot be deleted however it can be renamed.

Deleting a funnel with associated campaigns

When an administrator wants to delete a funnel that is associated with campaigns, the system will not show the Delete button next to the Funnel name.

In this scenario, the administrator needs to delete the campaigns or move them to another funnel.

Last Updated: July 26, 2023