Remove an Organization from an Opportunity

You can remove an organization from an opportunity. When you remove an organization, all contacts linked to the organization are also removed from the opportunity.

To remove an organization from an opportunity:

  1. Navigate to the opportunity.
    You can search for opportunities using the Advance Search Opportunities link in the Activity Zone.
  2. In the External Organizations and Contacts band, click > Remove Organization for the organization that you want to remove.
  3. Click OK to confirm.