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Deleting a pipeline item

Here's how to delete a pipeline item from a contact: 

  • Find the pipeline item, either by going to the contact directly or by going to the Pipeline report page and scrolling to find the appropriate pipeline item.
  • Click on the gray pipeline item.
  • In the dialog that opens, select "Delete" on the right side, and confirm the deletion to remove it.
  • Note that deleting the pipeline item will remove the item itself as well as the history of that pipeline item.
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