From CommenceCRM-Help
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::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.'' | ::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.'' | ||
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::::::Return to [[Accounts]] | ::::::Return to [[Accounts]] |
Revision as of 14:53, 19 November 2012
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.
- Return to Accounts