- Contents
Portfolio Manager Help
Delete a Contact
Use the Contacts tab to delete a contact person for a buyer, seller, or investor.
To delete a contact
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In the Navigation Explorer pane, click Buyers, Sellers, or Investors.
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Double-click a record name. The information appears in the Information pane.
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Do one of the following:
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For a buyer or seller, click the Contacts tab.
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For an investor, click the Investors tab.
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Click the tab for the contact to delete.
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In the toolbar, click Delete Contact.