Delete a Cost Group

You can delete a cost group if it is not assigned to a service profile.

To delete a cost group from the Cost Group grid, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Fee Estimate Groups.
2. Click the Cost Group tab and select the row that contains the cost group that you want to delete.
3. On the grid toolbar, click Delete. You cannot delete a cost group after it is referenced on a fee estimate. However, you can disable a cost group if you do not want it to be available for selection in a service profile. When you click the Disabled check box, the cost group is removed from Fee Estimate Service Profiles but remains enabled for opportunities that previously included the cost group.
4. Click Save.