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Deleting pipeline items in bulk

Here’s how to delete pipeline items in bulk:
  • Please note: deleting pipeline items will remove the pipeline item and its history from the contact. However, the contact itself and other details will remain.
  • Go to the desired pipeline report by mousing over “Reports” in the navigation bar on the left and selecting the appropriate pipeline name.
  • If necessary, filter your pipeline report by any desired criteria to pull up just the appropriate records.
  • Tick the "Select all" box above the first contact and select all of the records. Or, tick just the box to the left of the desired records.
  • Select “Perform bulk action on [number] records” at the bottom of the screen. In the dialog that opens, select “Delete pipeline items from CRM.”
  • Select “Permanently delete” to confirm the deletion of the pipeline from the selected contacts.
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