Difference between revisions of "Leads/How to Delete a Lead"

Latest revision as of 17:01, 14 November 2012

1. From the Leads module, select the desired lead from the respective lead list. The Lead detail page displays.

2. From the Lead detail page, select Pending Activities from the drop down list in the Related Info section at the bottom of the page.

3. Delete any related activities by selecting the activities and clicking the Delete button.

4. Click the Delete button at the top of the page to delete the lead.

Return to Leads

@@ Line 1: / Line 1: @@
-First remove all activities associated with the lead by opening the lead detail page and selecting Pending Activities from the Related View. Delete the activity. Place a checkmark beside one or more listed leads. Then click on the “Delete” button to delete them.
+. From the '''Leads''' module, select the desired lead from the respective lead list. ''The Lead detail page displays.''
-[[File:deletelead.jpg|left]]
+. From the Lead detail page, select '''Pending Activities''' from the drop down list in the '''Related Info''' section at the bottom of the page.
-# Place a checkmark beside one or more leads you wish to delete.
+. Delete any related activities by selecting the activities and clicking the '''Delete''' button.
-# Click on the “Delete” button to delete the selected leads.
+. Click the '''Delete''' button at the top of the page to delete the lead.
+Return to [[Leads]]