How to delete clients/prospects?

If you want to delete a client/prospect due to duplicate entries or any other reason, you can do that with ease on Refrens.

Let’s see how:

Step 1: Go to the client dashboard

Firstly go to Clients & Vendors > Clients and Prospects section from the sidebar:



Step 2: Archive the Client

On the dashboard, go to the client you wish to delete, and click on “Archive” as highlighted below:



Once archived, you will be able to see all your archived clients under the “Archived Clients”  tab as highlighted below:



Note that: The clients will stay in the archive indefinitely unless you delete or restore them.

Step 3: Deleting the Archived  Client

If you wish to delete the client permanently from your Refrens Account, just click on the “Delete” option as highlighted below:



That’s it! Your client has been successfully deleted.

If you still have any questions, feel free to reach out to us on chat support. We would be more than happy to assist you:)

Updated on: 31/01/2025