F.A.Q. & Forums/Redman System/Redman Workstation ( Internal )

How do I delete clients/leads ?

Redman Support
posted this on December 24, 2010 02:25 pm

It is important to keep active clients on top of your list and remove
non-active clients so that you are not overwhelmed with a huge list of
clients.

 
Steps:
  • Login
  • Select Clients from top left
Screen shot 2011-03-02 at 10.53.53 PM.png
  • Manage Clients ( for active client) | Manage Leads ( for leads) by clicking View next to whichever Client/Leads you want to view
leads.jpeg
  • check the box under ‘Delete’ column
deletelead.jpeg
  •  Submit