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:
- Make sure all of the stages you DO want are created
- Alter your rulesets so that any stages that will be deleted are associated with any stage updates
- Move any prospects that are in a stage that you are going to delete, to another stage that you are NOT going to delete
- 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.