Delete a customer

Delete a customer created by mistake or as a duplicate. Deletion cannot be undone. Open Menu, and then select Sales > Customers.

Before you begin

You need permission to delete customer records. You cannot delete a customer that has dependent contacts or transactions. Remove eligible dependent records first, or retain the customer for transaction history.

To delete a customer

  1. Open Menu, and then select Sales > Customers.
  2. Select the customer to open the customer page.
  3. Select More actions > Delete.
  4. In the confirmation dialog, select Delete customer.

QuickStart removes the customer from the Customers list.