How can I delete an account or a contact?

You can delete an account in the "Accounts or Contacts".

Delete an Account

  1. Click on “Accounts or Contacts”.
  2. Click the view option - Card View
  3. Click on the particular account to select it (the account turns dark-blue).
  4. Click the "Delete" button within the menu.
  5. Click "Yes" to confirm the deletion.


Note: The accounts that are linked to opportunities cannot be deleted. You will have to un-link the opportunity first, before the account deletion.

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