Delete a Status

*A Status can only be deleted in the Browser App

Browser App

1. Along the left-hand bar, select Company Settings, indicated by the "building" icon
2. Click Opportunity Settings
   
3. Select the Stage with the corresponding Status
   
4. Click the Delete button on the Status
5. Click Confirm

• Related Articles

• Change an Asset's Opportunity Status

  Mobile App First step: Find an Asset you want to edit Tap Edit Details Select the new Current Opportunity Status *Learn how to add/edit the list here Tap the ✔️on the top right to save Browser App First step: Find an Asset you want to edit Click Edit ...

• Opportunity Pipeline

  An Opportunity Pipeline is a list of Stages and Statuses that an Asset's Opportunity can move through. This video will take a deep-dive into how an opportunity pipeline works within the Hailtrace app. Opportunity: A potential or realized sales ...

• Customize Your Company's Opportunity Pipeline

  Mobile App Along the bottom bar, select More tab indicated by three dots Select Company Settings Tap Opportunity Settings Tap Add New Status Fill out form Label: Add a title to your Status Stage: Link the Status to a Stage Default: Select if this ...

• Edit Your Company's Status List

  Mobile App Along the bottom bar, select More tab indicated by three dots Select Company Settings Tap Opportunity Settings Select the Stage with the corresponding Status Tap the Status Edit details and tap Save Browser App Along the left-hand bar, ...

• Find an Opportunity

  Mobile App Select Opportunities along the bottom-hand bar Refine search Opportunity Status: Swipe through the Statuses  Filter by User: In the "Filter Specific Users" bar, select Users  Filter by Key Word: In the "search" bar, filter by a key word ...