Deleting an individual contact or company

Option 1

  1. Go to the CRM module.
  2. Locate a specific contact or company.
  3. Click on the three dots icon in the row of your desired contact or company and select Delete.

Deleting multiple contacts or companies

Option 2

  1. Go to the CRM module.
  2. Select one or more contacts or companies using the checkboxes.
  3. Click the down arrow that is part of the Add Note button (or Add to List button when in the Companies section) and select Delete.

Option 3

  1. Go to the CRM module.
  2. Open the All Contacts list selector (or All Companies list selector when in the Companies section). Scroll over your desired contact or company list and click the x icon.
  3. Select the option “Delete this list AND all its contacts from the CRM” (“Delete this list AND all its contacts from the CRM” and click the Delete button.