Deleting a Plan

Default Top Producer 8i plans cannot be deleted.

To delete a plan:

1. Open the Plans Manager screen. How?

   • From the Main Menu bar, go to Calendar > Plans Manager.

2. Click the Personal tab, and then use the Show drop-down list to locate your personal plan.

3. Click the Delete icon adjacent to the plan you want to delete.

4. Confirm the deletion in the confirmation dialog box.