Delete Clients

You can choose to permanently delete a client’s CRM account. This action will remove all their personal data from the CRM and cannot be undone. Use this option with caution.

To delete a client, follow the steps below:

1

Delete via Clients Page

1. Navigate to the Clients tab.

2. Locate the client you want to delete and click the "Delete" icon.

   
3. A confirmation popup will appear. Click "Confirm" to proceed.

2

Delete via Client Details Page

1. Locate the client you want to delete and click the "View" icon.

   
2. In the top-right corner, click "Actions" and select "Delete".

3. A confirmation popup will appear. Click "Confirm" to proceed.

3

After Deletion

1. Once deleted, the client’s CRM account and all associated records (including personal details and account data) will be removed from the system.

2. This action is irreversible.

3. A client cannot be deleted if:

   • Their CRM wallet has a remaining balance.

     
   • Any trading account bound to them has funds.

     

   • There are pending deposit, transfer or withdrawal requests.