Delete a Role

Owned by Matt Kepple
Mar 14, 2022
1 min read

You can delete a Role that has been assigned to a contact

Steps

  1. Go to the Contact Profile Page of the contact you want to give a role to

  2. Scroll down to the Roles box that appears on the left side

  3. Press the Delete button next to the Role Assignment you want to edit

  4. Once the Role Assignment has been deleted, you can create it again with the correct start date, end date or role