How do I mass-delete leads?

Modified on Fri, Jan 2 at 12:59 PM

Subject

Applies to: Admin/Branch Manager
Purpose: Explain how Admin/Branch Manager users can delete multiple leads at once.
Location in Ricochet: Lead Management

Description

Admin/Branch Manager users can mass-delete selected leads from the Lead Management page using the delete action.

Resolution

Optional: View the interactive tutorial for this process:

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

1. If you need to delete leads in bulk, first you'll want to select one or more leads from the checkbox on the left.

If you want to delete all the leads in your search, check the box for "Select all leads of this search" at the top.

2. Click Delete All

3. Click Ok to confirm deleting the selected leads.

Note: If you are deleting more than 50 leads, the request will be put on queue. You'll be notified by email once the process is completed.