Deleting an individual contact or company
Option 1
- Go to the CRM module.
- Locate a specific contact or company.
- 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
- Go to the CRM module.
- Select one or more contacts or companies using the checkboxes.
- 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
- Go to the CRM module.
- 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.
- 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.