How to Delete an Account

Note: despite the label, "Delete" doesn't erase the account. It flips the account's isActive flag to false — the same underlying mechanism a duplicate-account merge uses on the losing account. The record and its history stay in the database.

Remove an account from active use.

Before you start

Open the Account Browser — see How to Browse and Search Accounts

Steps

1. On the Account Browser, find the account's row.
2. Click the delete icon in its Actions column.
3. Confirm in the dialog.

What you'll see

The account is marked inactive: it disappears from pickers used elsewhere in the product (for example, the Assign Account search when linking a lead only shows active accounts) and its Status chip reads Inactive, but it still opens normally from a direct link and its History and other tabs remain intact. There's no separate "reactivate" control surfaced in the Account Browser itself.