To delete clients in bulk, navigate to your CLIENTS tab and follow the written instructions or video walkthrough 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