Deleting Opportunities

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To delete an opportunity, launch the delete function from the Opportunities Grid by selecting the required opportunity in the grid and then either using either the delete button or by right clicking on the required opportunity and selecting delete.

 

When you click delete the user will be prompted a second time if you are sure you want to proceed. Click delete to continue or cancel to cancel the deletion process.

 

encentral_opportunities_deletemsgbox

 

 

Following this screen you will again be prompted if you want to remove this process. Since the opportunities wizard uses enProcess this function is called as part of the enProcess standard functions. More information on this can be found in enProcess.

 

 

enCentral_opportunities_deletemsgbox2

 

 

Click yes to proceed or no to cancel the deletion.

 

Following this step you will then be prompted to enter a deletion reason. Some notes should be entered detailing the reason this opportunity has been deleted.

 

enCentral_oppportunities_deletereason

 

 

After entering deletion notes, click the ok button to finalize the deletion or cancel to abort.

 

Note: Once an opportunity has been deleted it cannot be restored, should the opportunity need to be made available again it will need to be added again from scratch.

 

Following deletion refresh the grid using the refresh button on the grid controls.