SharpSpring enables you to delete leads from Contact Manager. The following video will show you how to delete individual leads in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
NOTE: If you are using a 3rd-party CRM, such as SalesForce or SugarCRM, you will not be able to delete a lead using this method
The following User Roles have access to delete from contact manager:
- Sales Manager
- Marketing Manager
- Jr. Salesperson
Follwow these steps to delete an individual lead.
Step One: On the toolbar, hover over Contacts, then in the drop-down, click Contact Manager.
Step Two: Search for the lead, and click the name to open the record.
Step Three: Once the lead page opens, on the top right, click the Options button, then on the drop-down, click Delete.
Step Four: In the pop-up menu, in the field provided, type Delete, then click the Delete Lead button.