We do not want accidental deletion of any data from your sales plan.
To remove a sales plan from your plans view, you have to first archive it. You can then delete it too.
Only owners can archive and/or delete sales plans.
- Navigate to the Sales Plan that you want to archive.
- Click the gear icon and select Archive Plan. Confirmation message is shown.
- Click Archive to complete the archival.
Note: You can Un Archive or Delete an archived sales plan by navigating to it via Archived Plans section.