Deleting an Objective

To delete an objective from the account plan:

  1. You must delete all actions on the objective before you can delete the objective itself. To do this:
    1. Expand the objective.
    2. Select the action's Delete drop-down option.
    3. Click Delete to confirm that you want to delete it.
    4. Repeat these steps for each action on the objective.
  2. To delete the objective itself, click its Trashcan icon.
  3. Click Delete to confirm that you want to delete the objective.