This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Sales Permissions
You cannot delete an account or contact, only deactivate it. This way, you will have an audit trail. Deactivated accounts and contacts cannot be edited, and new relationships with other records cannot be created.
To view a deactivated account or contact, select Inactive Accounts or Inactive Contacts in the View list. You can reactivate the account or contact in the future, if desired, without reentering all the data.
In the Navigation Pane, click Sales, and then click either Accounts or Contacts.
Select the accounts or contacts you want.
In the Records group, click Deactivate.
- OR -
In the Records group, click Activate.
Click OK.
Note
When you deactivate a record, all relationships created while it was active are still available, but you cannot create new relationships.