Note: To delete a record the user must be the record's creator or be an admin of the team the record is shared with.

Step 1. Select the record you would like to delete. You can search for your record in the top menu search bar or manually in your list of records.

Step 2. Click the Delete button in the record's menu. You will then be asked to confirm your deletion of the record.

Step 3. You should see a pop up dialog box in the right hand corner that reads Record deleted successfully.

Congratulations! You have successfully deleted a record from your organization.