Removing a contact from an opportunity

You can remove contacts from an opportunity at any time. You can remove contacts from the Insert Opportunity window or the Opportunity detail view. Deleting a contact only removes the contact association with a particular opportunity. The contact is not deleted from the database.

  1. To remove a contact from the Insert Opportunity window:
    1. Click the required contact to delete in the Contacts grid.
    2. Click Remove Selected.
    3. Click OK to confirm the deletion.
  2. To remove a contact from the Opportunity detail view:
    1. Click the Contacts tab.
    2. Click Remove.
    3. Click OK to confirm the deletion.