Deleting Account Visitors

Modified on Wed, 30 Apr at 3:20 AM

The Delete option is enabled only for Account Visitors of Type Invitee with Engagement Stage New.  An Account Visitor having Activities cannot be deleted. To delete an Account Visitor, you can follow the steps below:

  1. From the Left Nav menu, click ABM > Account Visitors. 
  2. On the Account Visitors page, click on the three-dot menu under the Action column for the Account Visitor you want to delete and click Delete.   
  3. You will be prompted to confirm the deletion. Click OK to proceed with deleting the Account Visitor.
  4. A confirmation message about the deletion is displayed. The deleted visitor account will no longer appear in the list of accounts on the Account Visitors listing page.


Related Topics:

Adding Account Visitors

Editing Account Visitors

Searching Account Visitors

Viewing Account Visitors


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