User Permission Required: Delete Customer
To remove a customer record including their deal card, contact card, all activity, and all desks:
Step 1
From the Customer Card, if it's not open already, click the license icon to open the Customer Contact Card.
Step 2
Next click menu icon in the upper right corner and select "Remove Customer from CRM".
Step 3
Confirm you want to remove the customer.
WARNING: This will remove all records including the customer deal card, contact card, activity and desks!
Need Further Assistance?
For assistance, reach out to your Customer Support Team using the support icon in the lower right corner of the DriveCentric.