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Delete a CRM Account in ContactNow

To delete a CRM account, navigate to CRM Accounts from Configuration to find a list of CRM accounts configured with the system. Learn more here.

To delete a CRM account navigate to CRM Accounts from Configuration. You will find a list of CRM accounts you have configured with the system. Click the Settings Cog on the right and click the Delete CRM option.

configuration-crmaccounts-menu_0.png

Upon clicking the Delete CRM option, a pop up notification screen will ask you to confirm if you indeed would like to delete the CRM account.

configuration-crmaccounts-deleteconfirmation.png

Click OK and a deletion notification will be displayed.

Editing a CRM account can cause failure or disruption of scheduled syncs and data update.

 

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