Deleting Leads

Brokers can delete leads from their CRM to clean up their leads data for more efficient following up and lead conversion.

Step 1

Locate the lead you wish to delete and click on the "Delete" icon.

Step 2

1. A popup notification will appear.

   • For unconverted leads, the notification will ask you to confirm that you want to delete the lead.

     
   • For converted leads, the notification will inform you that the lead has been converted to a client and will ask for your confirmation to proceed with the deletion.

     
2. Click "Confirm" to delete the lead. Once a lead is deleted, it cannot be recovered. Please ensure that you have selected the correct lead to delete.