Step 1 - Select a client from your client list.
Step 2 - Click on Remove along the top
Step 3 - Select an Option
Archive(No longer a client)
Automation will be stopped and current tasks will have a Delete Task button against them. No future tasks will be created.
Just Delete
This option will delete the Client data of your Account.
Important - To fully delete a client from BrightManager you must contact us to also have them deleted from our backup files.