How can I delete a member?

Their history is always kept in the “deleted” tab that can be located in the bottom right corner of the “Opportunities” page, but the action cannot be reversed.

How to delete a Member

1. Select the “Search” field from any page
2. This will open a search dialogue box
3. Before you type the name of the member you are looking for you need to “Select” the last option called “Sales” (not "Members")
4. Type the name of the member you are looking for in the "Search" field
5. The search results should display with the "green shopping cart" symbol however if they are not you will need to double check that you have selected the “Sales” tab under the "Search" field
6. Select the name of the “Member” you are looking for
7. This will open a dialogue box titled “Contact”. The “lead” section should open as the default. However, if it dose not you can select the “Lead” option (green symbol with a white L) form the left hand menu in this dialogue box
8. Then under the “Lead Owner”, click the underlined words: Delete Lead
9. Another dialogue box will appear asking you “Are you sure you want to delete this lead”
10. Select “Delete Lead” to finalize deleting the “Member” (remember deleting is final and cannot be reversed so please be careful)

Can't find the Member under Sales? This might mean that member was imported into your system when you started with InTouch and therefore doesn't have a Sale record to delete. Instead, click on the Member's Name and then click Expire Member instead.