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Plan - Delete

Plan - Delete

Aug 13, 2019

Delete Account Plan

INFO

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:

  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


ACCOUNT PLAN TOPICS

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