Deleting a referral

To open the Referral manager: From the Contacts menu, click Referrals.

To delete a referral

  1. From the Referral manager, select the referral you want to delete.

  2. Click the Delete referral action menu item.

  3. Note:  If you are an assistant or are part of a team or partnership account and the Delete referral action menu item is unavailable, this indicates the responsible agent has not granted you deletion permissions. Contact the database owner for deletion rights.

    The Delete referrals dialog box opens.

  4. Click Yes to confirm deletion.