If for any reason you need to delete a deal automation step, you can do so by following these instructions:
Navigate to the Deals application. Make sure you are on the My Deals tab.
Click on the Deal Automations button in the top-right corner.
From your list of automation steps, locate the one you wish to edit. Then, click on the ellipses icon in the top-right corner. Click on this. Then, click Delete.
Another screen will appear verifying that you truly wish to delete this automation. Click Delete again to confirm.
That’s it! The automation step will no longer occur within that stage of your pipeline. Be aware that deletions are irreversible. If you wish to add the step again later, you will need to recreate it.
Note - If you believe you might wish to use this automation step later, simply use the ON/OFF toggle switch at the bottom of the automation step.