Remove a customer

When you remove a customer, the Partner Portal unlinks it. The customer is no longer linked to your Partner. The customer data stays in OneClick: the Pipedrive company, its users and its Buttons do not change.

When you remove a customer, the Partner Portal also clears the settings that your Partner set for the customer:

• The seat limit.
• The consent toggles. Both go back to on.
• The footer: the logo, the logo link, the help link and the feedback email.

Remove the customer

1. In the sidebar, click Customers. The Customers page opens.
2. In the row of the customer, click the menu at the right end. The menu shows the name of the customer under Acting on.
3. Click Remove customer. The window Remove customer opens.
4. In the field under the text, type the name of the customer. The name must be the same as in the window.
5. Click Remove customer. The Partner Portal shows Customer removed.

The customer is no longer on the Customers page.

Add the customer again

You can add a removed customer again. See Add a customer. Then set the seat limit, the consent toggles and the footer again.