To delete a plan

About this task

You can delete a plan from the Plan List page or from the plan Summary tab.

Note: You cannot delete a plan if it has linked programs. You must first remove the link to the program before deleting the plan.

The following procedure describes how to delete a plan from the Plan List page.

Procedure

  1. Click Operations > Plans.

    By default the Active Plans view of the Plan List page appears.

  2. Select the checkbox next to each plan that you want to delete.
  3. Click the Delete this Item icon (page and x image).
  4. When HCL® Marketing Operations prompts you to verify that you want to delete the plans, click OK.