Removing a Related Person from a Lead if They are Tied to an Application

You may need to remove a related person from a lead record due to error, duplicate person records, or a variety of reasons and that is easy (just go to Related People in the lead record and remove them!). The difficulty can be what to do if that related person happens to be tied to an application. This can certainly happen but there is a quick way to fix this. 

PRO TIP! These instructions show you how to complete this from the Leads table but you may complete these steps from the Submitted/Pending Applications table as well. If you find yourself on the  Submitted/Pending Applications table, just edit your application and skip to #3.

From the Leads table...

1. Select and edit the lead in question.
2. Scroll down to the Inquiries and Applications tab. Click Edit Application.
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3. From the Edit Application page, the incorrect related person will be in the Claimed By field. Select the correct related person from the drop-down menu and click Save and Back.
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4. This will take you back to the Edit Lead screen. Scroll down to the Related People tab, select the appropriate person and click Remove. Click OK to confirm and you are done!