1. Portfolio Default Settings – Delete a Setup Checklist
1. Within the Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ and then click the ‘Portfolio’ link as shown below.
2. Once done, you will reach the Portfolio Default Settings page. Scroll to the ‘Portfolio Checklists’ section then ‘Portfolio Setup. You can delete the checklist by clicking the ‘x’ delete icon.
3. A pop-up window will appear for confirmation. Click ‘Yes’ to continue.
