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Delete Account Plan
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You can not Delete an Account Plan that is assigned to one or more Customers. Only Plans that are not in use (not assigned to Customer Accounts) can be Deleted. |
To Delete an Account Plan please follow the steps below:
- Click the [Account Plan] > [Plans] menu button
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Enter the information for the new Account Plan as follows:
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- Identify the Plan you would like to Delete and click the
button
- Review the Delete Plan conformation message and click the [Delete Plan!] button to permanently Delete the Account Plan
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