Customizing and Deleting Stages

Purpose: 

The purpose of this article is to provide direction to Outreach Users in customizing and deleting stages. 

Intended Audience: 

• Outreach Users

Customizing and Deleting Stages: 

To add, delete, or edit stages in Outreach, you can go to Settings > Prospects > Stages. 

In the case that you would like to delete stages, we recommend going through the following steps:

1. Make sure all of the stages you do want are created
2. Modify your rulesets so that any stages which you are deleting are not associated with any stage updates
3. Move any prospects that are in a stage which you are deleting to another stage that you are not going to delete
4. Finally, delete the stage. 

Note: If stage is deleted and there are prospects in that current stage, the prospects will end up with 'NO STAGE' after the stage is deleted.