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Deleting opportunity templates

Delete an opportunity template when you want to completely remove it from NexJ CRM.

If you want to only temporarily remove an opportunity template so that users can no longer create opportunities with it, you should instead deactivate it.

You cannot delete an opportunity template if it has previously been used to create an opportunity in NexJ CRM.

To delete an opportunity template:

  1. Navigate to the Customize workspace.
  2. In the Opportunity Management tab, click the Templates subtab.
  3. In the templates list, click the Action button for the opportunity template that you want to delete, then select Delete.
  4. In the dialog that appears, click Delete to delete the template.

    This action cannot be undone.

The opportunity template is deleted.

Activating and deactivating opportunity templates