If an opportunity is currently associated with a Kona space and you want to remove that association, you can do that on the Collaboration tab of the Opportunities area. The space will still exist in Kona but will no longer be linked to the opportunity.
Prerequisites: This option is only available if your firm has implemented integration with Kona Business, you are a member of that Kona Business account, you are connected to Kona Business in the My Settings dialog box, and you are a member of the space.
To disassociate an opportunity from its current Kona space, complete the following steps:
-
Click
to go to the Opportunities area.
-
Use the search field immediately above the opportunity title to select the opportunity.
-
Click the Collaboration tab.
-
Click
Disassociate Kona Space in the lower-right corner of the tab.
The space is removed from the Collaboration tab and is no longer associated with the opportunity.