Skip to main content

Delete Accounts

Use Accounts to remove account records your team no longer needs.

Cleaning up old accounts helps keep the workspace easier to manage.

Before You Start​

  • You must have permission to edit teamspace settings.
  • Confirm that the selected accounts should no longer be used in the teamspace.

Steps​

  1. Open Teamspace Settings > General > Accounts.
  2. Search or scan the list to find the accounts you want to remove.
  3. Select the accounts.
  4. Click Delete.

When Should I Use This?​

  • When duplicate or obsolete accounts should be removed.
  • When your team has cleaned up old customer records.

Tips​

  • Double-check the selected accounts before deleting them.
  • Remove duplicates regularly so account search and filtering stay easier to manage.

Example​

This video shows how to delete multiple accounts from the Accounts page.

FAQ​

Q: Can I delete more than one account at once?​

Yes. Select multiple accounts from the list and then delete them together.