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How to delete a template

+4

I created templates which I don’t want to use or share with the company.

How do I delete templates that I have created please?

Best answer by David_Spiritus

Templates cannot be deleted…..You can unassign all branches and I suggest you change the name of them to InActive or Do Not Use

+14

Templates cannot be deleted…..You can unassign all branches and I suggest you change the name of them to InActive or Do Not Use

"It's not that they can't see the solution, it's that they can't see the problem!" - G.K. Chesterton

+4

Thank you, David

I don’t see any options to unassign branches or change their names. Perhaps I don’t have that privilege or it’s in another location.

Can you direct me to the settings for this please?

+14

Go to Admin>Estimating>Opportunity Templates

Open the template(s) you wish to edit

Edit the Opportunity Name field to InActive

In the Branch Assigned field delete all branches

"It's not that they can't see the solution, it's that they can't see the problem!" - G.K. Chesterton

+10

I also highly suggesting changing the name to something like “DO NOT USE” like David mentioned.

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