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      How to archive & delete pipelines in your Dealflow

      A quick guide on how to delete your pipelines

      This short article describes how to delete a pipeline from your Dealflow. To avoid any accidental deletions of your pipelines, deleting a pipeline is a two-step process:

      1. Archive pipeline

      2. Delete pipeline

      Note: Only administrators & Moderators can delete a pipeline

      How to archive an existing pipeline

      You can archive a pipeline through the options available when you hover your mouse over a certain pipeline within the dropdown menu.


      Note:       You can not archive a pipeline that you are currently viewing. If the archive option does not display, please switch pipelines and select the pipeline options again.

      Delete an archived pipeline

      Once a pipeline has been archived, it will remain on your pipeline list. From here, you can at anytime restore or delete the pipeline. Once a pipeline has been deleted, all the companies and the data stored will be lost.


      If there is anything you need further assistance with, please contact our support team on the platform, we are always happy to assist.