Click the CRM icon
Clicking the CRM icon will navigate you to the Customer Relationship Management section, where you can manage customer data and interactions.
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Shared guide
Delete contacts in the CRM system
Delete unwanted contacts from the CRM by navigating to the Contacts section and confirming the deletion of specified records, while adhering to privacy regulations.
viktoriaDelete unwanted contacts from the CRM by navigating to the Contacts section and confirming the deletion of specified records, while adhering to privacy regulations.
Step-by-step Guide7 steps
Click the Contacts menu item
This action opens the Contacts section within the Data Management area, allowing you to manage and view customer information.
Loading screenshot…100%Click the 'Click here' link
Clicking this link will perform the associated action or navigate you to the relevant section of the CRM for managing your contacts.
Loading screenshot…100%Click the Delete button
Clicking the Delete button will remove the selected contact from your CRM. Confirm the action if prompted to complete the deletion process.
Loading screenshot…100%Click the text area to enter a number
Type the number of records you wish to delete in the provided text area. This input is necessary to confirm the deletion request.
Loading screenshot…100%Type the number of records to delete
Enter the number of records you wish to delete in the provided textarea. This action will permanently remove the specified records, and they cannot be restored after 90 days.
Loading screenshot…100%Click the Delete button
This action will remove the selected record permanently. Make sure to review the note regarding privacy laws and regulations before proceeding.
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