Removing a stakeholder from a deal

You can remove the external and internal stakeholders from a deal.

Note: Ensure that full access is provided to the Deal Stakeholders - Deal Stakeholder Management permission.

To remove a stakeholder from a deal, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click Deal ID or View for the required deal.

3.

On the left navigation menu, click Stakeholders.

4.

Click the vertical ellipsis and select Remove from Deal for the stakeholder that you want to remove.

A confirmation message is displayed.

5.

Click Remove from Deal.

A message is displayed indicating that the stakeholder is removed successfully.