How do I Delete a Lead?

September 10, 2013 07:17am by Apptivo FAQ

Posted In: Leads
Tagged In: Delete Record

Answered on June 7, 2017 04:48am by Maya

One of the reasons you have to delete leads from the database is because, these leads have been inactive for a pretty long time. Maintianing these records in the database would mean, space consumption. Therefore, its wise to delete them from the database.

You can delete leads in two ways.

  1. Perform bulk deletion
  2. Manually select leads to delete.
Go through the following steps to delete the leads.

Steps to Delete Leads

  1. Log in and access Leads App from universal navigation menu bar.
  2. Select "Lists" drop down. Click on "Show All" from the left navigation panel.
    Lead Delete
  3. Perform bulk deletions on leads.
  4. Select leads by enabling check boxes and click on "Delete" Option.
  5. Now, you can view the acknowledgement message "lead(s) moved to trash folder"
  6. Deleted leads can be restored using "Restore" option from the trash folder.

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