Description: You can delete single clients from your CRM or bulk delete multiple clients at once if you wish to remove them permanently.
To remove a single client:
- Log into your website
- Navigate to Flex CRM - Clients
- Click on the client you wish to delete
- Click on the Update icon
- This looks like a pencil
- Scroll down and select Delete
- Click Yes to delete
To delete multiple clients:
- Log into your website
- Navigate to Flex CRM - Clients
- Select the checkbox next to the names of the clients you wish to remove
- Click the Action option at the top of the page
- Select Delete Clients
- Click Confirm Action
- Click Okay
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