How to Remove Customers From Your Monitoring List

  • Updated

When you no longer need to monitor an entity, you are able to remove them from your customer list in a number of ways. You can;

  1. Remove the entity directly from the business credit profile. At the top right, click Remove Monitoring

 

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  1. Directly from your customer list in the dashboard  
  • Click on the options dropdown
  • Select remove customer

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  1. Remove multiple businesses from a customer list via the Customer List Manager
  • Click on customer list
  • Select add & remove customers
  • Click remove customers
  • Choose your preferred method for removing customers from your monitoring list

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