What happens if I delete a Stage in Outreach?

Created by Mike Nomichit, Modified on Mon, 9 Feb at 11:01 PM by Alsabana Sahubarali

Applies To

  • Outreach Admins

  • SFDC Admins

Answer

If a Stage is deleted and unavailable, it will also be removed from any associated records in Outreach. You may see a note in the activity log and it will result in a "No Stage" message for the Prospect Stage. 

 

Additional Information

We recommend deleting the mapping in your CRM before deleting it in Outreach to avoid syncing back and having the former Stages reappear in Outreach.

Another recommendation is to check any triggers associated with these Stages, as the conditions may no longer be met and therefore the triggers will not fire.

 

How To Map the Lead and Contact Status to Outreach Stages

How To Configure Prospect Stages in Outreach

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