Deleting Leads from the Contact Manager and Lists

Article Contents

• Deleting Individual Leads
• Deleting Multiple Leads

Leads can be deleted through the Contact Manager.

The deletion process is irreversible, and deleted leads are permanently removed from SharpSpring.

To delete individual leads, do the following:

1. In SharpSpring's top toolbar, click
   Contacts > Contact Manager.
2. Click the desired lead's name.
3. Click    Options > Delete.
4. In the pop-up menu that appears, type Delete.
5. Optionally, click the This lead has requested to be removed from the system checkbox.
6. Click Delete Lead.

Click to enlarge.

Important: If you are using a third-party CRM, such as Salesforce or SugarCRM, you will not be able to delete a lead using this method.

Important: If this is the only lead associated with an opportunity, that opportunity will be deleted as well.

To delete multiple leads, do the following:

1. In SharpSpring's top toolbar, click
   Contacts > Lists.
2. Do one of the following:
   
      •   Create a new list that contains the leads
           to be deleted. 
   
      •   Click the name of an existing list that
           contains the leads to be deleted.
3. Click    Options > Delete All Contacts and List.
4. Enter Delete in the text box of the modal window that appears.
5. Check the Delete Exclusions and Removed Members checkbox.
6. Click Delete Leads.

For more information on adding multiple contacts to lists through bulk editing and the Contact Manager, refer to Using Bulk Edit.

Click to enlarge.