The Delete Account option allows managers to remove outdated or unnecessary accounts from the system. This function is available under Companies > Accounts, using the Manage Accounts option in the Actions menu.
However, accounts with current or historical billing cannot be deleted to preserve critical financial records. This safeguard ensures the accuracy of financial reporting and compliance.
Deleting accounts is useful for managers because it:
Keeps CRM Clean: Removes clutter from old or irrelevant accounts, keeping seller pipelines organized.
Prevents Confusion: Eliminates duplicate or invalid accounts that could distract sellers.
Improves Reporting: Ensures reporting and analysis reflect only valid, active accounts.
Protects Financial Data: The system prevents deletion of accounts with billing history to safeguard essential records and maintain accuracy in performance tracking.
Go to Companies > Accounts.
From the Actions menu, select Manage Accounts.
Locate the account(s) you want to delete.
On the far right of your screen, check the Delete Account box.
Save your changes to complete the deletion.
