Question

Clearing the non used Stage values in Opportunity

Hi Team, 

 

I am trying to clear the stage values which are not in my Opportunity Stages . When I am trying to delete , it says there are multiple records connected with it. May I know how this connection is established while the stage does not even occur in the cases. 

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Dear Shailey,

Try to check the opportunity history tab on the opportunity page and you should find the record on the Stages detail. For example, If I try to delete one of my stages http://prntscr.com/nwuu67 I will see the same notification as you. If I open the opportunity page, I will see the stage in the history http://prntscr.com/nwuv9b Also, most likely your stage was renamed to 'Id.decision makers' like I renamed my 'Qualification' stage to 'test stage'

Since it is the basic stage, we do not recommend to delete it or any other original lookup values since it may influence the functionality performance. If you need some new stages, it is better just to rename the existing ones and not delete them.

Best regards,

Dean

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