Accounts/HowtoDeleteanAccount
From Commence CRM-Help
Accounts may be deleted in the accounts list view or from the Account detail screen.
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.
- Return to Accounts