Removing a Product from an Opportunity

You can remove products from an opportunity if a customer is no longer interested in the product, or the products were added by mistake. You can remove products from the Insert Opportunity screen or Opportunity Detail view. Removing a product only removes the product's association with a particular opportunity. The product is not deleted from the database.

To remove products from the Insert Opportunity window

  1. From the Products grid, select the appropriate product, and then click Delete.
  2. Click Remove.
  3. Click OK.

To remove products from the Opportunity Detail view

  1. On the Opportunity Detail view, and select the Products tab. If the tab is not displayed, select More Tabs.
  2. Click Delete for the product to be removed, and then click OK to confirm the deletion.
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