As investors make offers and move through the investment process, Groundbreaker creates relationships between several sets of data. Because of these relationships, you can only deactivate investment entities; you cannot delete them. You may only deactivate an investment entity if there are no contacts, subscriptions, or investments associated with it.

=> Select Menu from the Home Dashboard

=> Then select Investment Entities

=> Click on the Investment Entity you want to deactivate

=> Choose More Actions and then Settings

The details for the investment entity are displayed and at the bottom of the page you can click on Deactivate investment entity.

This action will deactivate the investment entity. You can see the complete list of inactive investment entities when you select the Inactive tab from the page that displays your investment entities.

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