Deactivate a sales guide
This task is done in Settings and maintenance and you must be an administrator.
To remove a sales guide from a sale type, you can deactivate it. You do this by unchecking This sale type is linked to a guide for the sale type in question (see Add items to the Sale - Sale type (for stages) list).
If you subsequently want to reuse the sales guide, you can simply check this option again. Any follow-ups and documents previously added to the sales guide's stages will be automatically retrieved. You can also add new follow-ups and/or documents, or delete those you do not want to use in this sales guide.