WorkBook

Remove Pipeline Forecast Finance Accounts

Use Pipeline Forecast Finance Accounts in the CRM Setup submodule in the Settings module to remove pipeline forecast finance accounts.

To use Pipeline Forecast Finance Accounts in the CRM Setup submodule, you must have access to Settings as defined in User Access Rights under Settings.

To remove a pipeline forecast finance account:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company from which you want to remove a pipeline forecast finance account.
  3. In the left pane of the Settings page, click CRM Setup > Pipeline Forecast Finance Accounts.
  4. Highlight the pipeline forecast finance account that you want to remove, and on the grid toolbar, click Remove Selected Row .
  5. In the confirmation dialog box, click Delete.