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How to delete, transfer and close clients in bulk
How to delete, transfer and close clients in bulk

How to transfer, close or delete clients from your portfolio

Amanda Pongetti avatar
Written by Amanda Pongetti
Updated over a week ago

1.- Go to the “Contacts” section

2.- Filter the clients you wish to delete, transfer or close

We recommend filtering by “All History” to obtain results of all the clients in the company

3.- Select the square icon in the upper left corner of the page, next to “Full Name”

4.- Select the action you want to do with the clients (broadcast message, note, close, transfer or delete) and proceed with it

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