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TMaskell
Member

How to remove a Contact from a Deal

SOLVE

I have 3 contacts added to a Deal however I now need to remove 1 Contact any ideas how to do this ?

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1 Accepted solution
DianaGomez
Solution
Community Manager
Community Manager

How to remove a Contact from a Deal

SOLVE

Hi @TMaskell 😀

 

If you are viewing the deal and the contact panel on the right side, you should be able to click the 'X' hovering over the contact to remove the association.

 

Like this: 

Captura de pantalla (1304).png

 

I hope this answers your question 🙂

 

Diana


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2 Replies 2
DianaGomez
Solution
Community Manager
Community Manager

How to remove a Contact from a Deal

SOLVE

Hi @TMaskell 😀

 

If you are viewing the deal and the contact panel on the right side, you should be able to click the 'X' hovering over the contact to remove the association.

 

Like this: 

Captura de pantalla (1304).png

 

I hope this answers your question 🙂

 

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


TMaskell
Member

How to remove a Contact from a Deal

SOLVE
Perfect thank you so much