Deleting & Suspending Clients

Brokers can delete or suspend client accounts.

1. Deleting an account entail removing all client data and information from the CRM. Once you delete an account, you will not be able to restore the client data.

2. Suspending an account prevents clients from logging into the CRM while still retaining their information within the system.

   • Suspended accounts will see that their account has been suspended when attempting to login to the CRM.

Deleting Account

There are 2 ways to delete accounts:

1. Delete via the Client page

   • Click the "Delete" icon of the respective account.

     
   • A popup notification will be displayed. Click "Confirm" to proceed.

2. Delete via the Client Details page

   • Click the "View" icon of the respective account.

     
   • Click "Actions" and "Delete".

   • A popup notification will be displayed. Click "Confirm" to proceed.

Suspending Account

There are 2 ways to suspend accounts:

1. Suspend via the Client page

   • Click the "Suspend" icon of the respective account.

     
   • A popup notification will be displayed. Click "Suspend" to proceed.
   • To unsuspend the client, click the same icon.

2. Suspend via the Client Details page

   • Click the "View" icon of the respective account.

     
   • Click "Actions" and "Suspend".
   • A popup notification will be displayed. Click "Suspend" to proceed.
   • To unsuspend the client, click "Unsuspend".