SharpSpring enables you to delete leads from the Contact Manager. This article will detail how to delete leads.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | |||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Deleting Individual Leads
Leads can be deleted through the Contact Manager.
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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. |
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Important: If this is the only lead associated with an opportunity, that opportunity will be deleted as well. |
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Clearing Contacts from Lists
Clearing contacts from lists will remove all contacts from a list while keeping the cleared contacts and the associated list in the system. To remove multiple contacts from lists, do the following:
For more information on adding multiple contacts to lists through bulk editing and the Contact Manager, refer to Using Bulk Edit. |
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Note: When creating a list, selecting the Manual toggle will give you more direct input when selecting and adding leads to the list.
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Note: Depending on your browser, you may need to scroll to the bottom of the
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Removing All Contacts While Keeping Exclusions
You can maintain list exclusions when you remove contacts from lists. This will remove all contacts from a list while keeping the cleared contacts and the associated list in the system. Be aware that the only available method to remove multiple contacts from a list in bulk is to remove all contacts at once.
For more information on adding multiple contacts to lists through bulk editing and the Contact Manager, refer to Using Bulk Edit. |
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Note: When creating a list, selecting the Manual toggle will give you more direct input when selecting and adding leads to the list.
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Note: Depending on your browser, you may need to scroll to the bottom of the
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Deleting Multiple Leads and Lists
Deleting multiple leads at once will require that you build a list, attribute leads to the list, and then delete the list and leads entirely. Deleting the list and leads is irreversible. Once you delete a list, the leads on that list will be permanently deleted from your SharpSpring platform. To delete multiple leads, do the following:
For more information on adding multiple contacts to lists through bulk editing and the Contact Manager, refer to Using Bulk Edit. |
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Note: When creating a list, selecting the Manual toggle will give you more direct input when selecting and adding leads to the list.
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Note: Depending on your browser, you may need to scroll to the bottom of the
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Important: When entering the number of contacts to permanently delete, the entered number must match the number of contacts in the list being deleted.
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