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How to Remove An Existing Customer

Instructional Video:

  1. In the left column menu select the “Customers” link. This will take you to the customer search page.
    Location of the Customers link in the user main menu.
  2. Locate the customer you wish to remove/delete by using the search bar at the top of the page to locate the customer.
    The customer search tool that helps you locate a customer within the CRM.
  3. After locating the customer. Click the “Customer Details” button to open the customer details page.
    Location of the customer details button on the customer search page.
  4. On the customer details page in the customer details panel you will see a button labeled “Delete”. Pressing this button will remove this customer.
    Location of the customer delete button.

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