Delete or reassign a contact
To delete or reassign a contact:
- Go to EVALUATE
- Click Contacts to evaluate
You will be presented with the following screen:
If you have the permission, you'll be able to simply tick the contact(s) you wish to delete or re-assign and you'll be presented with 2 options: Re-assign the contact or Remove the contact
Option 1: Reassign the contact
Click Re-assign to reveal a pop-up window where you can re-assign the contact to a different User by selecting an option from the drop-down list.
Option 2: Remove the contact
Click Remove contact and you'll be asked if you're sure you want to remove the selected contact/s. On a further click of Remove, the contact will be removed from the work queue and permanently deleted. If you are importing contacts from an integrated platform, then the removed contact will be put back into the the list of imported contacts.
