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:

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