Delete Companies

Remove outdated or duplicate companies, one at a time or in bulk.

Before you start: Deleting companies is permission-based. Admins can always delete. Other users can if an admin has granted them the relevant delete permission.

If the company is a duplicate rather than genuinely dead, merge it instead. Merging keeps the deals, people, and history.

Delete from the company profile

1. Open the company profile.
2. Click Actions.
3. Select Delete.

Delete from the Companies list

1. Go to the Companies tab.
2. Check the box next to each company you want to remove.
3. Click More > Delete.

Why is my Delete option greyed out?

Your user role doesn't have the delete permission. Pipeline CRM restricts deleting to admins and to users an admin has specifically granted the permission, so records can't be removed by accident.

You have two options:

1. Ask an admin to delete the company for you.
2. Ask an admin to grant you the permission at Settings > General > Users, so you can do it yourself next time.

The same applies to the Owner field. If it's greyed out, you need the Can change company owner permission — see Assign a Company Owner.

Need help? Contact support at customercare@pipelinecrm.com.