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Delete Account Plan

Info
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.

To Delete an Account Plan please follow the steps below:

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

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

 

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Info
iconfalse
titleACCOUNT PLAN TOPICS

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