Remove Selected Pipeline Forecast Finances

To use the Pipeline forecast finance submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To remove a selected pipeline forecast finance:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click CRM Setup > Pipeline Forecast Finance.
3. Highlight the pipeline forecast finance you want to remove and on the grid toolbar, click Remove Selected Row .
4. In the confirmation dialog box, click Delete.