Yes, if your Loopio Project is linked to the wrong Salesforce Opportunity or Account, you can unlink it from Salesforce on the Project List page.
To unlink a Project from Salesforce:
- Navigate to the Project List page
- Click the Project Actions menu (⋯) to the right of the Loopio project you want to unlink
- Select Remove Salesforce link
- Click the Remove link button
- If the Project was successfully unlinked, you’ll see the following message:
Tip: Need to link your Loopio Project to a different Salesforce Opportunity or Account? Read on: How Can I Connect an Existing Loopio Project to a Salesforce Opportunity or Salesforce Account?