Delete a Portfolio

To delete a portfolio follow these steps:

1. Select the Company and go to Settings.

2. Go to Portfolios section.

3. Choose a Portfolio you want to pause, click on the drop down menu and select Delete.

4. Make sure that you want to confirm the action and confirm. 

Delete Portfolio.png
 

Note: We strongly advise you to download a report of any entity for which you want to save the data as you will not be able to access them after completion.