Easily Delete Phone Field to the Sales Quote

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How to Delete Phone Field to the Sales Quote

4.6 out of 5

31 votes

are you frustrated with your sales prospecting results are your phone and email messages delivering minimal results if so I have a solution for you and its very simple stop writing messages that are filled with delete inducing words for example using an adverb or an adjective to describe your product is almost guaranteed to get you deleted Im talking about words like leading-edge state-of-the-art award-winning delete delete if you sell services dont use words like passion for excellence or out of the box and innovative or creative to leave delete thats what happens when you use those words and dont talk about what your company specializes in either for example if I say we specialize in sales training for people who are selling to the corporate market ninety-five percent of the people will decide to delete my message why because they already have another vendor theyre working with or they dont think they need it right now dont say that youd love to get together to learn more ab

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Can I delete a quote in Salesforce?

If you have the appropriate permissions, and youre an admin, the quote owner, or someone above the quote owner in the organization role hierarchy, you can delete quotes.

How do I remove a primary quote in salesforce?

Note: Once a quote is marked as the primary quote, you cannot change it to a non-primary quote. To change a primary quote to a non-primary quote, you must mark another quote as the primary quote.

How do I Delete a CPQ quote in salesforce?

Delete a CPQ Favorite From the quote line editor, click the dropdown arrow on the Add Products button, then click Add Favorites. From the Favorites Lookup page, select the records you want to delete. Click Delete. Click Cancel to return to the quote line editor.

What is the required field on a quote?

The Required By field on the Quote Line is a Lookup field that provides the Quote Line of the parent product for any Quote Lines representing Product Options. This field is not populated until a Save action writes to the database, creating Quote Line records associated to the Quote.

How do I delete a quote from an opportunity in Salesforce?

Navigate to your Quote object. Locate the discontinued Opportunity Master-Detail object: SBQQOpportunityc. This field can now be deleted.

How do I mass delete a quote in Salesforce?

In setup, then in the Quick Find box, type Mass Delete Records, then click Mass Delete Records and the link for the type of record you want to delete. Check the records deleted data for accuracy. And there you go, youve just deleted Salesforces data in bulk.

How do you Delete a quote?

0:00 0:42 How to delete a Quote - YouTube YouTube Start of suggested clip End of suggested clip Now click apply next scroll to the quote you wished select and click on it. Now click on more thenMoreNow click apply next scroll to the quote you wished select and click on it. Now click on more then click delete click yes to confirm the deletion. And youre done your quote has now been deleted.

How do I Delete a quote in salesforce lightning?

Next to each Quotes name is a Del (delete) hyperlink.

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Delete Phone Field to the Sales Quote