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Removing A Lead

The lead is no longer viable or you have a duplicate lead

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Written by Annelli Bradbury
Updated this week

What happens if a lead is no longer viable - change in circumstances or they are a duplicate lead?

  1. Go to the Leads Dashboard -

2. Find the Lead that you need to remove and go to the box at the beginning of the row

3. Tick the box

4. In the middle of the screen at the bottom of the page will be "Delete Selected" -

Click this button to delete the lead.

5. The other way to delete the lead is to go the the three dots at the end of the row (without ticking the box) and delete from there.

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