Cancel a Team Member

If you no longer need a Team Member with access to your account, you can cancel the Team Member by deleting them.

Before you proceed, make sure you don't lose anything you need!

When deleting a team member, Contacts, To-Dos and Deals will be re-assigned, Calendar Events and all Templates (Email, Letter and Landing Page) will be deleted.

There is no Undo for this action.


1. Hover over the Profile Picture Menu in the top right. Choose My Team.


2. Click Manage Team Settings.


3. Click the name of the team member you want to remove.


4. Click Delete.


5. Read the warning carefully, then check the box and confirm the deletion. THERE IS NO UNDO for this.


Once a team member has been deleted, your account will not be charged further for that team member.