Removing a workflow stage in Crelate is possible but you will first need to ensure it is no longer in use. You can do this by removing all candidates from the stage you wish to remove. The best way to do this is directly on the homepage. The below video will show you how to create this view and move candidates from the stage you wish to remove into another. You are not able to directly delete a workflow until that stage is completely empty. The reason here is, we want to make certain there is no moved or lost data in the process. Please see below for further guidance and let us know if you have any other questions!

What's Next?

Looking for more information how to create a workflow? Check out our content below!

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