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When you have created and configured Plan Templates and Plans, you can:
  • Edit them to change details.
  • Open a Details page and review any pricing associated with them.
  • Delete and remove them from your Organization.
This topic explains how to edit and review your Plan Templates and Plans:
Note: Editing, reviewing, and deleting a Plan Template is the same as for a Plan. The procedures given here explains how to for a Plan.

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Editing and Reviewing Plans

To edit and review a Plan:
  1. Select Pricing>Plans. The Plans page opens.
  2. In the Product drop-down, select the Product for the Plan you want to edit or review. Existing Plans for the Product are listed.
  3. If you want to edit the details of a Plan, select the Edit icon:
The Edit page opens.
  1. Make the required editing changes to the Plan details.
  2. Select Update plan.
Tip: Check Plan Template Details? When you open a Plan to edit its details, the Edit page shows the Plan template on which the Plan is based. You can select the name text of the Plan template to open it directly and check its details.
  1. If you want to review a Plan, select its Name text in the listing. The Plan details page opens. Also shown is:
  • Any Pricings configured for the Plan, which you can review and manage.
  • Plan metadata giving details of any Custom fields, Integration runs, and External mappings configured for the Plan.
  • See Creating Plans and Creating Plan Templates for working in the Plans details and Plan template details pages.

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Deleting Plans

To delete a Plan:
  1. Select Pricing>Plans. The Plans page opens.
  2. In the Product drop-down, select the Product for the Plan you want to delete. Existing Plans for the Product are listed.
  3. Select the Delete icon for the Plan:
A confirmation popup appears.
  1. Select Yes to confirm the Plan deletion.
Important: Plan is Attached to Account! If the Plan has been attached to an Account to create an Account Plan, you will not be able to delete the Plan and an error is shown. You must first delete and Account Plans created using the Plan - see Deleting an Account Plan.