Monarch - Delete Prospect or Lead Accounts - Multi-Stage

To Delete a Lead or Prospect Account

1. Go to the Account Profile. (NOTE - You can only Delete Prospect and Lead Accounts)
2. Select the Edit button (Pencil Icon).
3. In the Edit the Account window, select the Outlets tab.
4. Then check the Remove box(s).

If all the Outlets are selected. A warning will let you know that the account will be deleted from your Account list.

When there are multiple Outlets, you able to delete the individual Outlet(s) without removing the entire Account.

Note: Manager will need to be part of a Lead group in order to delete leads in Matrix. If you are interested in Activating this feature, please contact your Success Manager for more information.

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