How do I delete an Organization record?

1. Log in to the CRM.
2. Click the Main menu.
3. Click Essentials. 
4. Click Organization. The List View displays the available Organization records.
5. Select the record you want to delete. The Actions tab is displayed on top.
6. Click the Delete icon to delete the record.
7. Click Yes in the Delete window to confirm.
    

1. Log in to the CRM.
2. Click the Main menu.
3. Click Essentials. 
4. Click Organization. The List View displays the available Organization records.
5. Click on the organization record you want to delete. The Summary View opens. 
6. Click More. 
7. Click on the Delete icon.
8. Click Yes in the Delete window to confirm.

• Deleted records will be kept in the recycle bin and cleared after 30 days.
• Not everyone can delete an organization's record to ensure the safety of the data. You can delete a record if you have admin or standard access.