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

🛠️ 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. 📤