Removing a Contact or Organization from a Box

You can remove a Contact from both the Box view and the Pipeline view.

  • Hover over the Contact or Organization you want to remove from the box and click into the three-dot menu to the right.
  • Select Remove.

Please note that removing a Contact from a Box will not delete a Contact. Deleting a Pipeline will also not delete your Contacts, as they're attached to Teams.

Deleting a Contact or Organization from your Team

If you made a mistake when creating the Contact or Organization, you can remove it from the Team entirely.

  • Open the Contact and Organization drawer by clicking directly on their name/card.
  • Click the three dot menu in the top-right corner and select the Delete option.
  • After reading the implications of deleting the contact, confirm deletion with the Delete Contact button.
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