Deleting Expansion Opportunities

You can delete an expansion opportunity:

  • In the Expansion Opportunities tab
  • On its record page
Note:

You can't delete an expansion opportunity that has related expansion opportunity products or expansion opportunity instances. Delete these related records first, and then delete the expansion opportunity.

Deleting Expansion Opportunities from the Expansion Opportunities Tab

To delete an expansion opportunity from the Expansion Opportunities tab:

  1. In the App Launcher, navigate to the Expansion Opportunities tab.
  2. Click Show more actions next to the expansion opportunity that you want to delete.
  3. Click Delete in the drop-down list. The deletion confirmation window is displayed.

  4. Click Delete.

Deleting Expansion Opportunities from the Record Page

To delete an expansion opportunity from its record page:

  1. Go to the record page of the expansion opportunity that you want to delete.
  2. Click Delete. The deletion confirmation window is displayed.
  3. Click Delete.