How do I remove a client from a company?

Allene Norton
Allene Norton
  • Updated

To remove a client from their assigned company, click on the existing company in the Company column for the client on the Clients page.

A dropdown will appear where you'll have the option Remove company. Click this to remove the client from the assigned company.




Note: This action will not delete the company from your portal. If you want to delete the entire company, please see this article.

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