If you need to remove any Contacts or Companies from your Organization, you can use the Organization Contacts & Companies Module in Master Tour 3.
This article covers:
How to Navigate to Contacts & Companies
Within Master Tour, select the Organization that you would like to remove Contacts & Companies from.
- Click on the Organization Selector dropdown menu.
- Select an Organization.
- Select a Tour if there are any Tours added to the Organization.
Click on the Contacts & Companies button in the upper right of the application.
How to Remove Contacts and Companies
To remove a Contact or a Company, click on the Trash Icon in the column to the right of the Contact or Company name.
Next, you will confirm that you would like to remove the Contact by clicking Delete in the pop-out menu.
You can also delete Contacts or Companies, by following these steps:
- Select the Contact or Company that you would like to Delete in the Contacts & Companies Table on the left side of the application.
- Click on the Remove button in the Contact or Company Details on the right of the application.
Next, confirm that you would like to remove the Contact or Company by clicking the Remove button.
How to Remove Contacts and Companies in Bulk
- Select the Contacts or Companies that you would like to Delete in the Contacts & Companies Table on the left side of the application.
- Click on the Remove button in the Contact or Company Details on the right of the application.
Next, confirm that you would like to remove the Contact by clicking the Remove button.