As an owner on multiple sales plans, you can remove (withdraw) members from some or all sales plans. You can withdraw members from selected or all sales plans from your table view.
Note: The bulk withdrawal action depends on your role, the user's role and the sharing mode set on each sales plan.
- Navigate to the Sales Plans Landing page and go to the table view.
- Select one, more, or all sales plans from which you want to remove (withdraw) members by checking the checkbox corresponding to the sales plans from where you want to remove one or more members. Withdraw Selected and Withdraw From All buttons are enabled.
- Click Withdraw Selected or Withdraw From All. The corresponding Withdraw Selected/Withdraw From All window opens. Enter/Select names of members that you want to withdraw from the selected/all sales plans.
- Notifications on how the bulk action will impact users is shown. The action depends on your role, the user's role and the sharing mode set on each sales plan.
- Click Done.
Note: You can choose to skip email notifications by checking the Skip Email Notifications checkbox.