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Removing a parent that doesn't belong to the lead

Learn how to unlink a parent not related to the lead

Claire Wuoti avatar
Written by Claire Wuoti
Updated over a year ago

From time to time, you may find a lead that has a parent/guardian that is not related to the lead. This can happen in blended family situations.

To remove a parent from a lead, follow these steps:

Step 1:

Move the parent/guardian that is not associated to the lead, to a new family:

On the pop-up window, choose 'create new family'

This will move the parent/guardian into a new seperate family on the lead eg:

Step 2:

Check that only the correct parents/guardians are showing in Family 1.

Step 3:

Unlink the family containing the parent/guardian you want to remove:

This will remove the parent/guardian from the lead, however won't delete the parent from Funnel.

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