Deleting Leads

To delete a lead, follow these steps:

1

Delete Lead

  1. Locate the lead you want to delete.

  2. Click the "Delete" icon.

2

Confirm Action

  1. For unconverted leads, a pop-up will ask you to confirm you want to delete the lead.

  2. For converted leads, a pop-up will inform you that this lead has already been converted to a client and will ask for your confirmation to proceed with the deletion.

  3. Click "Confirm" to proceed.

Last updated