How to Delete a Transaction

In this article we will go over how to delete a transaction from your CRM.

The first step is to search for your Transaction (123 Test Ave) in the Search Bar on the upper left side of your page.

When you press Enter, your Transaction name (123 Test Ave) should show up among the list of addresses.

When you hover over the Transaction (123 Test Ave) name, you should also see an 'X'.

Pressing the 'X' will prompt you if you would like to delete the Transaction or not. Select 'Yes' to Delete your selected Transaction.

*All deleted transactions will remain in your Trash within settings (unless of course you permanently delete).