DeleteNotes reason for an opportunity

You can delete an existing Notes Reason for an Opportunity, using the Opportunity Notes Reason screen.

About this task

Procedure

  1. Navigate to the Opportunity Notes Reason screen. To navigate to the Opportunity Notes Reason screen, perform the following steps:
    1. Log in to Sterling Business Center as an Enterprise Administrator.
    2. From the System Setup Home page, expand the Opportunity menu, and then click Manage Opportunity Notes Reason.
    The Opportunity Notes Reason screen is displayed. Existing notes reasons, if any, are displayed.
  2. In the Opportunity Notes Reason screen, click the notes reason you want to delete and then click the Delete button. A confirmation message is displayed.
  3. Click Yes to delete the notes reason code.
    Note: When you delete a notes reason from Sterling Business Center and it is being used in Sterling Field Sales, then the Value is displayed in place of the value entered in the Short Description in Sterling Field Sales.