Top Producer^® 8i CRM: Deleting a Single Plan Activity

Deleting an activity from a plan will remove the activity from the plan. However, if the plan has already been applied to a record, the applied activity will not be removed from the record when it is deleted from the plan. To delete an applied activity, open the record to which it is applied, view the activities, and delete the activity.

1. From the Main Menu bar, go to the Calendar menu and select Plans Manager.

   

2. Click the Personal tab, and then use the Show drop-down list to locate the desired plan.
3. Click the plan name to view the activities within that plan.
4. Click the activity’s Delete icon

5. From the Delete Activity dialog box, click Yes to confirm deletion.

   

6. If the activity has a dependent activity (an activity that won’t occur until another activity has been completed) associated with it, select how you want to handle the dependent activity and click Done. Otherwise, skip this step:

   Dependent activity in an Action Plan:

   After the plan start date: Selecting this option will set the dependent activity to occur on the Plan start date (which was fixed when the Plan was initially applied).

   After a different preceding activity occurs: Selecting this option will make the dependent activity occur after the activity you select from the Select a preceding activitydrop-down list has been completed.

    

   Dependent activity in a Listing Plan

   After the listing date: Selecting this option will make the dependent activity occur a specified number of days after the listing date. For example, the dependent activity was set to be completed 2 days after the activity you are currently deleting was completed. Selecting this option will set the activity to occur 2 days after the listing date.

   Before expiration date: Selecting this option will make the dependent activity occur a specified number of days before the listing expiration date. For example, the dependent activity was set to be completed 2 days after the activity you are currently deleting was completed. Selecting this option will set the activity to occur 2 days before the listing expiration date.

   After the expiration date: Selecting this option will make the dependent activity occur a specified number of days after the listing expiration date. For example, the dependent activity was set to be completed 2 days after the activity you are currently deleting was completed. Selecting this option will set the activity to occur 2 days after the listing expiration date.

   After a different preceding activity occurs: Selecting this option will make the dependent activity occur after the activity you select from the Select preceding activity drop-down list has been completed.

    

   Dependent activity in a Closing Plan

   After acceptance date: Selecting this option will make the dependent activity occur a specified number of days after the acceptance date. For example, the dependent activity was set to be completed 2 days after the activity you are currently deleting was completed. Selecting this option will set the activity to occur 2 days after the acceptance date.

   Before closing date: Selecting this option will make the dependent activity occur a specified number of days before the closing date. For example, the dependent activity was set to be completed 2 days after the activity you are currently deleting was completed. Selecting this option will set the activity to occur 2 days before the closing date.

   After closing date: Selecting this option will make the dependent activity occur a specified number of days after the closing date. For example, the dependent activity was set to be completed 2 days after the activity you are currently deleting was completed. Selecting this option will set the activity to occur 2 days after the closing date.

   After a different preceding activity occurs: Selecting this option will make the dependent activity occur after the activity you select from the Select preceding activity drop-down list has been completed.

Tip: If you would like to delete more than one activity from a plan, CLICK HERE to go to “How to Delete multiple Plan Activities”

Log in to delete a plan activity.