How do I delete a lead from the Lead Management Page?

Subject

Applies to: Admin/Branch Manager
Purpose: To explain how Admins and Branch Managers can delete leads from the Lead Management Page, either individually or in bulk, and confirm the actions required to permanently remove leads from the system.
Location in Ricochet: Lead Management

Description

This article walks Admins and Branch Managers through the steps to delete leads from the Lead Management Page. It covers both single-lead deletion and bulk deletion, including how to select leads, use the delete actions, and confirm removal to ensure unwanted or incorrect leads are properly removed.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

1. To delete a lead on the Lead Management Page, there are two ways to do so:

The first is individually, click the Delete button next to the lead you wish to delete.

2. Click Ok to confirm deletion of the one lead.

3. The other way to delete leads is in bulk.

Select one or more leads by clicking the checkbox or checkboxes next to the leads you wish to delete

4. Click Delete All

5. Click Ok to confirm deleting all the selected leads