It may happen that you accidentally add a Deal to the Project that doesn't belong there. But how do you remove it?
The first option is to delete the Deal using the cross icon directly from the Project detail.
After selecting it, a window will open where you can confirm the removal from the list. This will delete the selected Deal from the Project.
For the second option, go to the Project detail in the CRM and click on the Deal code you want to remove. A new tab will open with the detail view of the Deal you want to remove from the Project.
In the Deal's Record context, click the Link to Another Record button. Then, click the cross icon at the end of the Project field to remove the link between the Deal and the Project. Confirm the change by clicking the Set button.
After making the change, don’t forget to save the Deal. There’s no need to save the Project, the change is saved automatically.
In the Deal’s Record context, the link to the Project will have disappeared, while the link to the Account remains intact.
In the Project detail, the removed Deal is no longer present.