Maybe the wrong agent was accidentally added to an inspection. Maybe you want to remove an agent from your contacts as you no longer work with them. Either way, you can easily remove them from your Contacts and from any inspection!
Deleting an Agent Contact from an Inspection
In this section, we'll show you how to remove an agent contact from an existing inspection. This is helpful if the wrong agent was added to the inspection, or if they were added as the incorrect type of agent.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click the 3 dots to the right of the agent's name in the People box
Click "Remove"
Click "Remove Agent"
Deleting an Agent Contact Through the Contacts Tab
If you no longer work with a particular agent or they left the industry, you can easily remove them from your contacts list. In this section, we'll show you how to delete an agent from your Contacts.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Contacts"
Click the arrow button to the right of the agent's name
Click "Delete"
Verify you are ready to delete the contact, as there is no undoing this!
Click "Delete"
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