Starting on the Client tab, choose the client that needs to be removed and go to the end of the row to the three dots:
Using the three dots, you will get the following pop up:
By clicking on Delete Client, the following screen will pop up :
press "Confirm Delete" and the client will be gone.
Still Struggling?? How to get in touch:
Telephone help : +44 (0) 1403 885 737
Email help: [email protected]
BrokerCentral Live Chat