Delete Notes reason for an opportunity
You can delete an existing Notes Reason for an Opportunity, using the Opportunity Notes Reason screen.
About this task
- Navigate to the Opportunity Notes Reason
screen. To navigate to the Opportunity Notes Reason screen, perform the following
The Opportunity Notes Reason screen is displayed. Existing notes reasons, if any, are displayed.
- Log in to Sterling Business Center as an Enterprise Administrator.
- From the System Setup Home page, expand the Opportunity menu, and then click Manage Opportunity Notes Reason.
- 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.
- 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.