Deleting a Proposed Product Enrollment of an Account

Procedure

To delete a proposed product enrollment of an account:

  1. Ensure that the customer hierarchy is expanded in the Simulation Details zone.
  2. Click the Edit (The Edit Icon) icon in the Product Enrollment column corresponding to the account whose proposed product enrollment you want to delete.
    The Product Enrollment screen appears.
  3. Ensure that the Proposed Products section is expanded in the Product Enrollment screen.
  4. In the Proposed Products section, click the Delete (The Delete Icon) icon corresponding to the product that you want to delete.
    A message appears confirming whether you want to delete the proposed product enrollment.
  5. Click OK.
    The proposed product enrollment of the account is deleted.

Related Topics

For more information on... See...
Simulation Details zone Simulation Details
Product Enrollment screen Product Enrollment