How to delete contact persons?
You will need administrator privileges to do this!
1.) Search for the person and open his contact card you would like to delete.
You can delete only persons who do not have any opportunity cards (so he should not have the Related cards tab on his contact card).
When there are related opportunity cards:
– you can put those to trash
– you may choose an other person to primary contact on the opportunity card (by clicking on the green check mark next to the contact’s name).
When there are related opportunity cards:
– you can put those to trash
– you may choose an other person to primary contact on the opportunity card (by clicking on the green check mark next to the contact’s name).
2.) Click on the three dots, then Delete permanently.
If you permanently delete a person, you cannot undo it later!
