Delete an Account

You can delete a single account or multiple accounts at the same time. When an account is deleted, it is permanently removed and cannot be restored.   


Delete an account

  1. Go to the Clients menu in the Sales sidebar and click Accounts.
    • You will be taken to the Accounts page.
  2. Click the search icon and type the name of the account to delete.
  3. Click the account's 3 dot menu and select Delete Client.Screen_Shot_2022-07-07_at_12.44.09_PM.png
  4. Click Delete to confirm the deletion.                                                                            account_deletion_confirmation.png

Delete multiple accounts 

  1. Select the Accounts to delete in the Bamboo ID column.acct_checkboxes.png
  2. Click Actions.
  3. Click Delete.
  4. Click Delete to confirm the deletion.