Deleting Contacts from Your CRM

Deleting Contacts from Your CRM

🗑️ Deleting Contacts from Your CRM

Before you begin, please keep in mind: The deletion process cannot be reversed.

Always double-check your selection before confirming.

🛠️ How to Remove Contacts

  1. Navigate to CRM: Click on Contacts  on your left-hand navigation menu to open your dashboard.

  2. To Delete Individually: 

    • Find the contact you wish to remove.

    • Click the three-dot action button ⋮ next to their name.

    • Select Delete.

  3. To Delete Multiple Contacts: 

    • Check the boxes next to each contact you want to remove.

    • Once you have made your selections, click the trash icon 🗑️ at the top of the screen.

  4. To Delete All Contacts on Screen: 

    • Check the box next to the Name header at the top of the list; this will select every contact currently visible on your screen.

    • Press Delete at the top of your screen.

⚠️ Important: Leads vs. Contacts

It is important to note that you are NOT able to delete Leads out of the system.

  • Contacts can be deleted permanently.

  • Leads are kept for reporting and tracking purposes. If you wish to remove a lead from your active view, you should mark them as "Dead" instead of trying to delete them. 

💡 Pro-Tip

If you are unsure about permanently deleting a large group of contacts, try Exporting them first! This gives you a backup file of the data just in case you realize later that you needed a specific phone number or address. 📤

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