Delete a Proposal
When you delete a proposal record, you permanently remove it from the database. You cannot undo the deletion.
This feature is available if your enterprise uses CRM Plus.
To delete a proposal:
- In the Navigation pane, select .
-
On the Custom Proposals form, enter a complete or partial name or number in the
Find proposal lookup field to find and open a proposal, or click
on the grid and then specify search criteria to filter the list of proposals in the grid.
-
In the Proposals grid, select a proposal and then click
.
- On the Delete Proposal dialog box, click Delete to confirm the deletion.
Parent Topic: Manage Proposals and Properties