How to Deactivate an Opportunity Service Category in CRM

Overview:

This article provides a step-by-step process on how to deactivate an opportunity service category record in CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Opportunity Service Categories.

6. Make sure your view is the Active Opportunity Service Categories to show all active records.

7. Use the filter or quick find to search for the record you want to deactivate.

8. Check the box next to the service category to select it. You can select multiple records if needed.

9. Click Deactivate on the command bar.

10. A confirmation pop-up will appear. Click Deactivate again to confirm. The record(s) will be moved to Inactive Opportunity Service Categories.