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How do I delete a contact?

Team Wealthbox
Team Wealthbox
  • Updated

To delete a contact:

  1. Go to the contacts list page by clicking “Contacts” on the left-side panel.

  2. Click on the contact name.

  3. Select the “Edit Contact” link.

  4. On the right, select the “Delete” link.

  5. Confirm that you would like to delete the contact record, and click the “OK” button.