In this section we will go over how to remove an Account from a Scenario.
Go To The Scenarios Page
Once you log in, navigate to the Scenarios page.
Hover over or click Planner™ on the menu across the top to expose the drop down menu. Click on Scenarios from the drop down menu. You can also use the menu on the right side of the page to locate the Scenarios page.
Next, scroll down the page until you see Accounts.
The Accounts in green are those which are included in the Scenario. To remove an Account from the Scenario click the Remove button as shown below.
This will only remove the Account from the Scenario and will not delete it entirely from your Planner™. You can still access the Account from the Accounts page.
The following are additional blog posts related to Accounts for your reading pleasure.