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Delete Account Plan

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titleINFO

You can not Delete an Account Plan that is assigned to one or more Customers. Only Plans that are no in use (not assigned to Customer Accounts) can be Deleted.

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  1. Click the [Account Plan] > [Plans] menu button
    CDR2Cloud - Plans Menu

  2. Identify the Plan you would like to Delete and click the button
    CDR2Cloud - Delete Account Plan
  3. Review the Delete Plan conformation message and click the [Delete Plan!] button to permanently Delete the Account Plan
    CDR2Cloud - Delete Plan

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