This article walks through how to delete clients one at a time and in bulk.
If you’d like to learn how to manage your client data, such as home values, loan details, property addresses, and more, check out the articles below:
How to Delete a Client
To permanently delete a client from your account, follow the steps below:
Step 1: Navigate to the All clients opportunity list
Step 2: Use the search bar to find your client
Step 3: Check the box to the left of their name
Step 4: Click Delete Client.
How to Delete Clients in Bulk
Follow the steps below to delete clients in bulk.
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
Alternative Method for Bulk Deletion
If the built-in bulk deletion capabilities do not meet your needs, you can use the following alternative method:
Provide a List of Email Addresses: Compile a list of the email addresses of the clients you wish to delete and submit it to the support team. They will process the deletion request accordingly.
Have questions?
Send support a direct message using the pink icon at the bottom right corner of your account.