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Removing a Contact from a Client

If a contact is no longer associated with a client, removing them is easy!

Beatty W avatar
Written by Beatty W
Updated over a month ago

Removing a contact from a client's page is easy! To do so, follow the steps below, but remember - removing the contact from the client's profile page does not delete the contact.

  1. Go to the Clients page and choose the client.

  2. Click the Contacts tab in the top right corner, next to the Notes section.

  3. Click the 3 vertical dots next to the contact in the Contacts panel.

  4. Remove the contact.

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