Deleting activity plan templates

You can delete any activity plan template that has not already been used in NexJ CRM.

Note: If the template has been used, you will be unable to delete it or any of its properties. Instead, you can deactivate the template.
To delete an activity plan template:
  1. Navigate to the Customize workspace.
  2. Click the Activity Plans tab.
  3. In the templates list, click the Action button for the plan that you want to delete and select Delete.
The template is now deleted.