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How to delete a contact

Only archived clients can be deleted from the CRM. So, in case you want to delete a contact, you need to archive it first. Let’s see how to delete it then!

1. In the Contacts section select Archived in the filter Contact Status

In the Contacts section select Archived in the filter Contact Status

2. Click on Search

Click on Search

3. From the list click on the contact you want to delete

From the list click on the contact you want to delete

4. Click on the Wheel button to display the Actions menu

Click on the Wheel button to display the Actions menu

5. Select the option Delete

Select the option Delete

6. Confirm you want to delete the contact clicking on YES

Confirm you want to delete the contact clicking on YES

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General Concepts

How to create a New Contact How to select the Contact Type How to add additional contact methods How to add a Tag to a Contact How to attach documents to a Contact File How to register a client from other agency How to send Notifications about a Contact How to record an activity with a related event How to quickly log the content of a phone call How to log a WhatsApp Activity How to duplicate a contact How to archive a contact How to activate an archived contact What is an Unattended Contact and how to change the status to Attended How to search by Contact Tag How to manage Contacts: the Dashboard Contact chart How to replace contacts’ assignee user with a bulk action How to delete a contact What is the EmailStore and how to use it
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