Terms
To manage the list of business-to-business sales terms your company uses, click Terms.
To add a term here, click Plus button .
To change an existing term, click Edit in the corresponding row of the list.
You cannot delete terms you no longer use, but you can make them inactive so they aren't selectable anywhere. For that, click
in the Action column, then click Make Inactive and click OK to confirm.
To include inactive terms on the list, click Setting and mark the Include Inactive checkbox.
You can search sales terms by their name using the search field on top.