You can delete clients individually or in bulk—this article walks you through both options.

To delete an individual client, navigate to their profile and click Edit. From there, hit Delete Client.

The clients you can delete in bulk are those who fall under the Email Issues Key Client List. To delete clients with email issues inn bulk, follow the instructions below:

Step 1: Click on Needs Attention Key Client List category

Step 2: Select Email issues Key Client list card

Step 3: Click on Manage

Step 4: Filter by issue type (optional)

Step 5: Check the box to the left of the client's name OR click Select all

Step 6: Click Delete selected client in red and confirm