Delete a Proposal

When you delete a Proposal record, you permanently remove it from the database. You cannot undo the deletion of a Proposal record.

This option displays if your enterprise uses CRM Plus.

To delete a proposal:

1. In the Navigation pane, select Proposals > Custom Proposals.
2. In the Proposals grid, select a proposal and click Options > Delete.
3. On the Delete Proposal dialog box, click Delete.