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
- Go to the Clients menu in the Sales sidebar and click Accounts.
- You will be taken to the Accounts page.
- Click the search icon and type the name of the account to delete.
- Click the account's 3 dot menu and select Delete Client.
- Click Delete to confirm the deletion.
Delete multiple accounts
- Select the Accounts to delete in the Bamboo ID column.
- Click Actions.
- Click Delete.
- Click Delete to confirm the deletion.