Skip to main content
Answer

How To Clean Up Flows Within Recently Implemented Organization

  • March 28, 2024
  • 1 reply
  • 74 views
G
New Contributor

What is the easiest way to clean up an organization’s flows that are not getting used? We recently went through implementation and some of the old flows/sequences we migrated into Groove are no longer needed and seem to be adding a lot of clutter.

Best answer by Scott K Wilder

@Gretchen_Miller Talked to the Groove team and they recommended that you archive the flow(s), but make sure there aren’t any active prospects in it.

You can work with your CSM on how frequent you should do system clean ups (monthly, quarterly, yearly, etc)

dding
U

1 reply

Scott K Wilder
Expert Contributor
Forum|alt.badge.img+12
  • Scott K WilderExpert Contributor
  • Expert Contributor
  • Answer
  • April 2, 2024

@Gretchen_Miller Talked to the Groove team and they recommended that you archive the flow(s), but make sure there aren’t any active prospects in it.

You can work with your CSM on how frequent you should do system clean ups (monthly, quarterly, yearly, etc)

Scott K. Wilder, Head of Digital Success and Self-Serve, Clari
Terms & ConditionsCookie settingsAccessibility statement