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. Alter your rulesets so that any stages that will be deleted are associated with any stage updates
3. Move any prospects that are in a stage that you are going to delete, to another stage that you are NOT going to delete
4. Finally, delete the stage. 

NOTE: a stage is deleted are their are prospects in that current stage, the prospects will end up with 'NO STAGE' after the stage is deleted. Hence, we recommend moving prospects to a stage you do want to keep before deleting stages as described in step #3 above.