To delete an account division, do the following:
- On the Account Structure tab in Plan Settings, click the Edit Structure button on the row for the relevant account.
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Click the trashcan icon for the division that you want to remove - as indicated in the example below.
Note: If you are editing an existing account plan and data is saved for the division, the following occurs:
- For relationship maps, contacts assigned to the division are now displayed on the account-level view. Recorded attributes are maintained.
- An insight map that is created for the division is deleted (along with its insight cards).
- On the opportunity map, the row assigned to the division is removed from the map. Potential, current and won opportunities that are recorded for the division are moved to the parent account row. Intersections that were marked as blocked for the division are not moved to the parent account row.