You can delete event opportunities from Momentus Enterprise. This is usually only done if an event opportunity is entered in error. If an event opportunity is no longer happening or if you have lost the event opportunity, use the cancel process so you can keep record of the event opportunity. You cannot recover deleted event opportunities.
- Click the Event Opportunities link from the Main Menu. The Event Opportunities screen opens.
- Select the event opportunity to delete.
- Right-click and select Mark for Delete.
- Click the Save button at the bottom of the screen.
Delete Event Opportunity Security
Deleting event opportunities is controlled by the following access privileges:
- Allow Delete Event Opportunities by Account Rep - Users and/or roles assigned to the privilege are allowed to delete event opportunities for only their assigned account reps. Any users not assigned to an account rep cannot delete an event opportunity for that account rep. Any users not assigned to the privilege cannot delete event opportunities. If no users are assigned to the access privilege, all users can delete event opportunities for any account reps.
- Allow Delete Event Opportunities by Event Opportunity Status - Users and/or roles assigned to the privilege are allowed to delete event opportunities up to and equal to the status assigned for them in the access privilege. Any users not assigned to the privilege cannot delete event opportunities. If no users are assigned to the access privilege, all users can delete event opportunities at any status.
- Allow Delete Event Opportunities by Satellite Office Rep - Users and/or roles assigned to the privilege are allowed to delete event opportunities for only their assigned satellite office reps. Any users not assigned to a satellite office rep cannot delete an event opportunity for that satellite office rep. Any users not assigned to the privilege cannot delete event opportunities. If no users are assigned to the access privilege, all users can delete event opportunities for any satellite office reps.
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