Remove a Stage from a Quote

You can remove a stage from a quote if needed.

Before you can remove a stage, you must delete all of the line items that are linked to that stage.

To remove a stage from a quote, complete the following steps:

  1. Display the quote on the Add/Edit Quote page (for a new quote) or the Quotes page (for an existing quote).
  2. Click the stage to select it.
  3. Click at the bottom of the page. The stage is removed from the quote.
  4. Click .