How to delete a Fundraising pipeline

This article should help with how to delete a fundraising pipeline

To delete a fundraising pipeline, you will first need to archive the pipeline. Start by opening Visible and clicking on Fundraising along the left side of your screen. Locate the pipeline you wish to delete and click the three horizontal dots to the right of the pipeline. Click the three horizontal dots and then Archive. A confirmation will appear, click Archive again. Next click the three horizontal dots in the top right and choose Archived pipelines. Click the three horizontal dots to the right of the pipeline and click Delete. Click Delete again when the confirmation window appears. You will then see a confirmation that your pipeline was deleted.

 

See screenshots of the process below

Open Visible and click Fundraising along the left side of your screen

 

Locate the pipeline you wish to delete and click the three horizontal dots to the right of the pipeline

 

Click Archive

 

Click Archive again when the confirmation appears

 

Click the three horizontal dots in the top right and choose Archived pipelines.

 

Click the three horizontal dots to the right of the pipeline and click Delete

 

Click Delete again when the confirmation appears

 

See confirmation that your pipeline was deleted. You will be able to repopulate it under Archived pipelines

 

Let us know if you have any questions. We would be happy to help.