Delete a Proposal Type

To delete a Proposal Type, from the main menu, arrive at the Proposal Types setup with this path: Setup > Proposals > Proposal Types.

The Proposal Types 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 Proposal Type has never been used on a Proposal, the record will be deleted.  If the Proposal Type 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.

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