Remove an opportunity from a constituent record
How can I remove an opportunity from a constituent record? Thanks!
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@Letitia Evans it looks like in NXT there is only the option to edit it, or mark it completed under “Status”. However, you can delete the entry completely in database view. It lives under the Prospect tab in db view and Opportunities are called Proposals there.
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@Faith Murray Awesome. This helps a great deal, Faith. Thanks so much.
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