Remove Pipeline Forecast Finance Accounts

Use the Pipeline Forecast Finance Accounts submodule to remove pipeline forecast finance accounts.

To use the Pipeline Forecast Finance Accounts submodule, you must have access to Settings as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Settings screen to select the company from which you want to remove a pipeline forecast finance account.
3. In the left pane of the Settings screen, 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.