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.