Editing a Plan

1. On the Plans tab, click the name of the plan you want to edit.
2. Click Edit.
3. Make the changes you require. See Plan Fields for information about specific fields.
4. Click Save.

To add plan lines:

• In Lightning Experience, click Add or New in the Plan Line Items related list of the Plan Detail page.
• In Classic, click New Plan Line Item in the Plan Line Items related list of the Plan Detail page.
• On the enhanced Plan Detail page, add a product to the plan and fill in its details.

To edit a plan line:

• In Lightning Experience, click on the plan line you want to edit, then click Edit.
• In Classic, click Edit next to the plan line you want to edit.
• On the enhanced Plan Detail page, click the value you want to edit and enter the value you want.

To delete a plan line item:

• In Lightning Experience, click on the plan line you want to delete, then click Delete.
• In Classic, click Del next to the plan line you want to delete, then click OK.
• On the enhanced Plan Detail page, click the icon next to the product or service you want to remove.