Accounts/HowtoDeleteanAccount

From Commence CRM-Help

Accounts may be deleted in the accounts list view or from the Account detail screen.

ScreenHunter 16 Sep. 25 13.58.jpg

To Delete Accounts from the Accounts List View

1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.
2. Mark the checkbox in the far left column for each account you want to delete.
3. Click the Delete button to delete the selected accounts.


To Delete Accounts from the Accounts Detail Screen

1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.
2. Click on any listed account name to see more detailed information about that account. The Account detail screen displays.
3. Click the Delete button at the top of the screen to delete the selected account.


ScreenHunter 12 Sep. 25 13.52.jpg


Return to Accounts