How do I remove an investor from the system?


How do I remove an investor from the system? 

The steps to remove an investor from the reporting system are as follows:

1. Go to the contact manager and search for the investor's name to be removed.

2. Click on the line item that appears then go to the "general" tab

3. Click on the red "X" located at the top of the bar. NOTE that this will permanently remove the investor from the site.

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Topic Information
  • Topic #: 650-2161
  • Date Created: 09/24/2012
  • Last Modified Since: 10/17/2016
  • Viewed: 38