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Remove a client from your Workspace CRM.

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Before Deleting

Consider:
  • Client’s websites (will be affected)
  • Outstanding invoices
  • Active subscriptions
  • Data preservation needs
1

Open Workspace CRM

Click CRM in the sidebar.
2

Select the Client

Click the client in the list.
3

Go to Info Tab

Ensure you’re on the Info tab.
4

Click Delete

Click the Delete button.
5

Confirm

Acknowledge and confirm deletion.

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What Happens

When you delete a client:
  • Client account removed
  • Access revoked
  • Websites may be affected
  • Billing history preserved

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Important Notes

  • Action cannot be undone
  • Communicate with client first
  • Handle outstanding billing
  • Export data if needed

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Tips

  • Settle billing first
  • Export important data
  • Communicate clearly
  • Consider archiving instead

Workspace Overview

Learn more

White Label Setup

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