Description: Forms from Contact360 and Account360 can be deleted.
Benefit: Admin and agents can streamline their workflow and increase productivity by directly removing redundant forms from the contact and account modules.
Navigation
For Contact
- Navigate to the Contact module. Select a contact to go to Contact 360.
- Scroll down to the Forms section on the left side of the screen. Click the arrow to reveal the form\’s name and the delete option.
- Click on the delete button to delete a form.
For Account
- Navigate to the Account module. Select an account to go to Account 360.
- Scroll down to the Forms section on the left side of the screen. Click the arrow to reveal the form\’s name and the delete option.
- Click on the delete button to delete a form.
