Excluding/Removing Solutions/Sales Plans/Activities/Partner Programs From Opportunities

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You can remove previously linked solutions, sales plans, activities and/or partner programs from an opportunity.

Steps:

  1. Navigate to an opportunity from which you want to exclude (remove) a linked solution, sales plan, activity and/or a partner program.
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  2. Go to the Solutions/Sales Plans/Activities or Partner Programs section from where you want to remove/delink an object.
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  3. Click the exact line item that you want to exclude to open it inline.
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  4. On the bottom right, click the three dots and then click Exclude. Warning message to exclude is displayed.
  5. Click Confirm to confirm exclusion or Cancel to cancel your action.
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