1. | From the Prospects page, under Configuration, click Prospect Research Report Templates. The Prospect Research Report Templates page appears. |
2. | In the Report templates grid, select the template you want to delete. |
Warning: You cannot delete system templates.
3. | Click Delete. A confirmation screen appears. |
4. | Click Yes to delete the selected template. |
5. | You return to Prospect Research Report Templates page. The deleted template no longer displays in the Report templates grid. In addition, you can no longer select this template when creating a Prospect Research Report. |