Deleting Quotes

Learn how to delete quotes in Campus

Sometimes you'll quote a Contact and the quote will never convert to a sale. If this happens you don't want the quote sitting as 'open' in your quotes module so you need to delete it.

1. Navigate to Quotes and view the quote (by clicking on the Quote Number in the Quotes List).

2. Click on the Actions button and select Delete Quote.

3. You'll then get a window pop up asking you to confirm you want to delete the quote. If so, click the Delete button.