Deleting the primary quote

SECURITY  CRM security level permission to Delete All Opportunities and Quotes, or Delete Mine if you are the owner of the Opportunity associated with the quote.

NAVIGATION   > CRM > Search > Quotes

NAVIGATION  My > CRM > Quotes

If you delete the primary quote of an opportunity that has more than one remaining associated quote, a dialog box will prompt you to choose a new primary quote. The remaining quotes will be listed in alphabetical order, with quote totals in parentheses.

  1. Click the New Primary Quote drop-down list.
  2. Select a new primary quote.
  3. Click Save & Close.

NOTE  This dialog box is not shown if the opportunity has no other quotes. The quote will be deleted, and the opportunity will be without a quote. If the opportunity has only one other quote, the primary quote will be deleted and remaining quote will become the primary quote for the opportunity.