How to delete a Lead in CRM?
To delete a lead from ToolsonCloud Sales CRM, follow these steps:
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Login to ToolsonCloud CRM with your credentials
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Navigate to Leads listing page by clicking on “Leads” from the top navigation bar.
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In the leads list page, you should be able to locate a button with three dots on the right end of each lead’s row. This is the Option button.
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Click on the option button to view various available options for the selected lead.
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Click on the “Delete” option from the option menu in order to delete the lead.
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A confirmation prompt dialog box shall be displayed asking you to confirm the deletion.
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Once you confirm, the Lead will be deleted.
Note
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There is no special permission required for delete privileges for leads. All users “Admin” as well as normal users can use this functionality.
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Once any Lead is deleted, it cannot be recovered back.
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