Whether it be a burnout list, spam contacts, or people who’ve opted out, there will come a time when you need to delete a few contacts from your system. If you need to delete contacts, one or many, this article is for you.
Deleting Contact(s) #
To delete the contacts, head to the Smart Lists tab inside the Contacts section.
Select the contacts by clicking the checkbox next to them, then click the Trash can icon.
Type DELETE to confirm the action, then click Delete.
Note: Once you click “Delete” for any contact(s), it will also remove the corresponding Conversations, Notes, Opportunities, Tasks, Appointments, and Manual Actions the contact(s) has. It will also stop any active Campaigns and workflows for the contact(s).
After clicking Delete, the action will start processing.
Deleted by Accident #
Did you click someone you didn’t mean to? Don’t worry – even after they are deleted, you can always recover a contact by going to the “Restore” section of your CRM. So breathe easy.
And there you have it. Now you can easily clean up your lists or restore contacts if needed, all without having to resort to repetitive manual labor.
Frequently Asked Questions #
How do I delete multiple contacts at once? #
Go to the Smart Lists tab in the Contacts section, select the contacts using the checkboxes, click the Trash can icon, type DELETE to confirm, then click Delete.
What gets removed when I delete a contact? #
Deleting a contact also removes the corresponding Conversations, Notes, Opportunities, Tasks, Appointments, and Manual Actions, and stops any active Campaigns and workflows for that contact.
Can I recover a contact I deleted by accident? #
Yes. Even after a contact is deleted, you can recover it by going to the Restore section of your CRM.
Why do I have to type DELETE to confirm? #
Typing DELETE is a confirmation step that helps prevent accidental deletion of contacts and their associated records.
Can I delete just one contact this way? #
Yes. The same process works whether you are deleting a single contact or many—simply select the contacts you want to remove.
Where do I start the deletion process? #
Start in the Smart Lists tab inside the Contacts section, where you can select the contacts you want to delete.
