Delete a Marketing Source

To delete a Marketing Source, from the main menu, arrive at the Marketing Sources setup with this path: Setup > Proposals > Marketing Sources.

The Marketing Sources list will be displayed.  Locate the record you want to delete, and then click on the Delete button.

A confirmation message will be displayed.  If the Marketing Source has never been used on a Proposal, the record will be deleted.  If the Marketing Source has been used on a Proposal, the record will be marked as inactive.  Click on the Yes button to confirm the deletion/inactivation of the record.

Was this article helpful?
Thank you for your feedback!