Remove or Merge a Contact

There are two ways to remove Contacts:

  1. You can archive them by hitting Actions > Archive. This will stop them coming up in the lookup results and showing under Contacts.
  2. To permanently delete a Contact, you can 'remove and merge' with an existing contact. Find the Contact to be removed, hit Actions > Remove & Merge and follow the steps from there. This option will replace the old Contact on any Quotes with the new Contact.