Deleting a Contact

If a contact leaves the business, you'll want to make sure they're removed from the portal so they can't enquire or make any account changes.

To do this, make sure you're logged in to the portal, and then:

1. Click on Accounts
2. Click Contacts

   

3. Click the 3 vertical dots next to the contact's name
4. Click Delete Contact
   
5. Click DELETE PERMANENTLY to confirm the deletion