How to Remove a Vendor from Your List

  1. Navigate to Vendors – From your dashboard, go to CRM > View Vendors on the left side of the screen.

  2. Select the Vendor – Click on the Company Name you want to remove or click View on the right side to edit the vendor. (e.g., Beach Front Escrow).

  3. Move to Trash – On the vendor’s information page, click the "Move to Trash" button in the bottom-left corner.

  4. Confirm Removal – The vendor will be moved to the trash, effectively removing it from your active list.