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Deleting activity plans

When you delete an activity plan, the associated activity plan steps that have already been created and added to the contact's Activities journal are not deleted. You must delete each step manually. After deleting the activity plan, associated steps that have not yet been created are not created.

To delete an activity plan:

  1. Navigate to the Contacts workspace.
  2. Select the contact you want to remove an activity plan from.
    The selected contact's profile opens.
  3. In the Journal tab, in the Activities subtab, right-click the activity plan and select Delete.
  4. In the confirmation dialog that opens, click Delete.

The activity plan is deleted.