Steps to remove clients from an existing client list
Option 1:
Step 1 - Select Clients on the top navigation bar.
Step 2 - Select the click list tab.
Step 3 - Click the red Remove button.
Option 2:
Step 1 - Open the client record.
Step 2 - Select the 'Details' tab.
Step 3 - Scroll down to Lists and click the X next to the list name to remove it.
Step 4 - Click Update.
