How Do I Remove or Delete an Account from My Account List?

In order for you to delete an account off of your list, please be aware that you can only delete Lead or Prospect Accounts. In the Account List, if you look at the Type column for the accounts, if it says Billing, these accounts cannot be deleted from Matrix.

If you would like a "Billing" account off of your list, you will have to let your manager know and they will have to reassign the account to another seller.

To view a list of your accounts, from the Menu Bar, move your cursor over the Lists menu and select AccountsIn the Account List, if the Type says Lead or Prospect, these accounts can be deleted.

To delete an account from your Account List:

  1. Move your cursor over the Account's name that you wish to delete
  2. Click the Gear icon, that will appear on the right side of the Account
  3. Select Delete, a dialog box will appear
  4. Click the Delete button to confirm your action
If you attempt to delete a Prospect account and get a message that you cannot delete it because there is a Deal associated with it, then Deal has to be deleted first. There are a few steps to doing this, please seeHow Do I Delete a Prospect with a Deal Associated to Them? to see how to do this.

Note:  Be aware that if the Account contains any contacts or activities, that the contact or activity will be permanently deleted when you delete the Account.

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