Removing a Contact Box

Removing a Contact Box

If you decide a particular contact does not belong in your opportunity, you can remove the contact box from Relationship Maps. Removing a contact box from Relationship Maps also removes the contact from the Blue Sheet Buying Influences section. Conversely, if you delete a contact from the Buying Influences section of the associated Blue Sheet, the contact is also removed from Relationship Maps.

To remove a contact box:

  1. Click the contact box that you want to remove to select it. To select multiple contact boxes, press and hold the Ctrl key and then click each desired contact box.

  2. Click the Remove Contact button.

The following message box appears:

Fig. 67, Warning message

Do one of the following:

  • To remove the contact, click OK. The contact box is removed from Relationship Maps.

  • To keep the contact, click Cancel. The contact box remains in Relationship Maps.

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