Occasionally, you may need to unlink a contact from a commercial account.. Follow the steps below to remove a contact from a specific business.
Video Walkthrough:
Identify the Contact to Unlink
In Better Agency, contacts and businesses have linked profiles. If a contact, such as a former owner, is no longer associated with a business, you can unlink them.
Access the Contact’s Profile
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Navigate to the contact’s profile.
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On their profile, you will see a list of linked businesses.
Navigate to the Linked Business
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Locate and select the business that the contact is currently linked to.
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Open the Contact Details section within the business profile.
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Identify the contact you wish to remove from the list.
Unlink the Contact
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Click on the eye icon next to the contact’s name.
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Select the option to Remove.
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Confirm your selection by clicking Yes.
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The system will update automatically, removing the contact from the business.
Verify the Changes
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Check the business profile to ensure the contact is no longer listed.
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Return to the contact’s profile and refresh the page.
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The previously linked business should no longer be associated with the contact.
That’s all there is to it! You have successfully unlinked a contact in Better Agency.
