Prerequisites
You'll need to have CRM Delete rights in order to follow the steps in this article
Step 1: Open the Quote
Within the Quote, scroll down to find the Quote Lines section, which details all the products on the quote.
Step 2: Find the Quote Line to delete
Once you have identified the Quote Line you wish to delete. Select the Bin icon on the right of the line. If you don't see the Bin icon, then this means you do not have Delete permissions and should speak to your Admin to resolve this.
🤓 Tip: If you have many fields on the quote line, you may need to scroll!
Step 3: Confirm the deletion
Once the Bin icon has been selected, you will be asked to confirm the deletion.
Important: If you delete a Quote Line on a Confirmed Order, then this will not delete the Line from your ERP's order, and it will still show in the Sales Transaction table in the CRM.
Need to find deleted Quote Lines to restore them?
Head to the CRM's Recycle Bin to find all deleted records, including Quote Lines! For more details, see Restoring deleted records.