How do I delete or re-assign a contact?

Navigation prompt

Go to EVALUATE > click Contacts to evaluate

 

By following the navigation prompt, you'll be taken to the following screen.

If you have the permission, you'll be able to simply tick the contact(s) you wish to delete or re-assign and you'll be presented with 2 options: Re-assign the contact or Remove the contact

Option 1: Reassign the contact

Click Re-assign to reveal a pop-up window where you can re-assign the contact to a different User by selecting an option from the drop-down list.

Option 2: Remove the contact

Click Remove contact and you'll be asked if you're sure you want to remove the selected contact/s. On a further click of Remove, the contact will be removed from the work queue and permanently deleted.  If you are importing contacts from an integrated platform, then the removed contact will be put back into the the list of imported contacts.