Removing Resources

You can remove a resource so that they are no longer allocated to an account, success plan, objective, or playbook.

Note:

You must have Delete permission for the Account Customer Success Resource object to remove resources. Contact your administrator.

To remove resources:

1. On the resourcing tab of the record, click next to the resource you want to remove.
2. Click Remove.

This action removes the resource from the Allocated Resources table of the record's resourcing tab. If the resource is removed from a success plan, objective, or playbook, the resource is also removed from the Success Plan Owner, Objective Owner, or Playbook Owner field. If the resource is removed from an account, the account customer success resource record, which links the resource to the account, is deleted.

If required, the removed resource can be reallocated to the record from the Available Resources table.