Inactivating a marketing stage

If you inactivate a marketing stage, it cannot be used; however, it remains in the database and continues to appear on reports. You cannot delete or inactivate the Final Disposition stage.

1. From the Setup menu, click Marketing Stages.
2. Click the marketing stage you want to inactivate.
3. Click the Edit button.
4. In the Status field, select Inactive.
5. Click Save.
6. Click Close.

See also

Deleting a marketing stage

Reactivating