How to Delete a Lead?

How to Delete a Lead?

Overview

Leads are potential customers or contacts who have shown interest in your products or services. Managing leads effectively is crucial for maintaining a clean and organized database. However, there are cases where you may need to delete leads, such as:
  1. Duplicate or outdated entries.
  2. Incorrect or incomplete lead information.
  3. Leads that are no longer relevant to your business.
This guide provides step-by-step instructions to delete leads from the system, whether you’re removing a single lead or multiple leads at once.

Deleting a Single Lead

  1. Navigate to Lead Manager > Manage Leads.
  2. Find the lead you want to remove and click on the  (located on the right side of the lead).



  3. Select Delete from the dropdown menu. A ‘Delete Lead’ box appears.



  4. Type ‘Delete 1 Record’ exactly as shown (in red) and press Delete.
  5. A confirmation dialog box will appear. Click Yes to proceed.
  6. The selected lead will be permanently deleted from the system

Deleting Multiple Leads

  1. Navigate to Lead Manager > Manage Leads.
  2. Choose the leads you want to delete by ticking the checkboxes next to them.



  3. Click on the   icon in the right corner of the page and then select ‘Delete’ in the Drop Down menu.  A ‘Delete Lead’ box appears.
  4. Type ‘Delete x Records’ exactly as shown (in red), replacing ‘x’ with the number of leads you’re deleting. Example: If you’re deleting 3 leads, type ‘Delete 3 Records’.
  5. Press Delete to proceed. A confirmation dialog box will appear. Click Yes to confirm.
  6. The selected leads will be permanently deleted from the system.

Please Note:
  1. Manual Entry Required: The ‘Delete x Records’ command cannot be copied and pasted. It must be typed manually.
  2. Irreversible Action: Deleting leads is permanent and cannot be undone. Please double-check your selections before confirming deletion.

Conclusion

Deleting leads helps maintain a clean and accurate database by removing duplicates, outdated entries, or irrelevant records. Meritto CRM allows you to delete leads individually or in bulk with a manual confirmation step to prevent accidental deletions. Since this action is permanent, review your selections carefully before proceeding.

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