You can only delete clients in bulk if they appear under the Email Issues key client list. To delete these clients:
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
How to Delete an Individual Client
To delete an individual client from any other key client list, follow the steps below:
Step 1: Locate the client in your account. You can search for them by name on the Clients tab or select their name from a Key Client List.
💡 Tip: Click any name displayed in blue to open that client’s profile.
Step 2: On their profile page, click Edit under their contact information in the top-left corner.
Step 3: Select Delete Client.
Have questions?
Send support a direct message using the pink icon at the bottom right corner of your account.


