Deleting Leads from the Contact Manager and Lists

Article Contents

• Deleting Individual Leads
• Clearing Contacts from Lists
• Removing All Contacts While Keeping Exclusions
• Deleting Multiple Leads and Lists

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. Click Contacts > Contacts in SharpSpring's top toolbar.
2. Click the desired lead's name.
3. Click    Options > Delete.
4. Type Delete in the modular window that appears.
5. Optionally, click the This lead has requested to be removed from the system checkbox.
6. Click Confirm Delete.

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.

Clearing contacts from lists 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.

To remove multiple contacts from lists, do the following:

1. Click Contacts > Lists in SharpSpring's top toolbar.
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 > Remove All Contacts.
4. Enter Clear in the text box of the modal window that appears.
5. Click Clear Contacts.

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

Click to enlarge.

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.

To remove all contacts while keeping list exclusions, do the following:

1. Click Contacts > Lists in SharpSpring's top toolbar.
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. 
4. Scroll down to the bottom of the menu.
5. Click Permanently Delete All Contacts.
6. Click Remove All Contacts.
7. Click the Keep Exclusions checkbox.
8. Click the Can't Undo checkbox.
9. Click Remove All Contacts.

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

Click to enlarge.

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:

1. Click Contacts > Lists in SharpSpring's top toolbar.
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. 
4. Scroll down to the bottom of the menu.
5. Click Permanently Delete All Contacts.
6. Click Permanently Delete All Contacts and List (Unrecoverable).
7. Optionally, click the Keep Exclusions checkbox.
8. Enter the number of contacts in the list to permanently delete in the Number of Contacts to permanently delete text field.
9. Click the Can't Undo checkbox.
10. Click Delete All Contacts.

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

Click to enlarge.