Symptom
You Received the following Error Message deleting an Opportunity: Opportunity with ID XYZ can't be deleted because of existing follow-up documents
Reproducing the Issue
- Go to Sales Work Center.
- Go to the Opportunities view.
- Select an Opportunity
- Click in the Button delete.
The following error message appears: Opportunity with ID XYZ can't be deleted because of existing follow-up documents.
Cause
This is the expected behavior.
Deletion of an Opportunity is restricted and if there are follow-up documents e.g. any Activity, related Opportunity, Sales Quote or ERP documents.
Resolution
To proceed with the deletion of the Opportunity, you need to first delete the related follow-up documents and then the Opportunity.
Keywords
KBA , LOD-CRM-OPP , Opportunity Management , How To