Delete Pipeline Competitors

Use the Pipeline Competitor Types submodule to delete pipeline competitors.

To use the Pipeline Competitor submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To delete a pipeline competitor:

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 delete a pipeline competitor.
3. In the left pane of the Settings screen, click CRM Setup > Pipeline Competitor.
4. Highlight the pipeline competitor that you want to delete and on the grid toolbar, click Delete competitor .
   Note: There is no confirmation dialog box for this action. WorkBook deletes the pipeline competitor at once.