How to Delete Leads?

1. Feature Overview

This article helps you delete redundant and unpromising leads from your LeadSquared account. You can perform this action from the Manage Leads page, Lead Details page, or the Manage Lists page.

2. Prerequisites

• To delete leads, you must be an Administrator user of your LeadSquared account.
• If you’re any other User, Delete Leads Permission must be enabled by the Admin. For more information, see Permission Templates.

3. Manage Leads Page

3.1 Delete a Single Lead

To delete a Single lead from the Manage Leads page –

1. From the main menu, navigate to Leads>Manage Leads.
2. Alongside the lead you want to delete, click .
3. Hover your cursor over Actions menu, and click Delete.
4. On the Delete Lead pop-up, click Delete. This will permanently delete the leads from your account.

3.2 Delete Multiple Leads

To delete multiple leads from the Manage Leads page –

1. From the main menu, navigate to Leads>Manage Leads.
2. Alongside the leads you want to delete, click .
3. Follow steps iii. and iv. as mentioned in the previous section.

3.3 Delete Bulk Leads

To delete leads in bulk using the Manage Leads page –

1. From the main menu, navigate to Leads>Manage Leads.
2. Scroll to the bottom of the page and click the dropdown next to Show. Choose the number of leads you need to be shown on a single page (15, 25, 50, or 100).
3. Scroll back to the top and click next to Lead Name.
4. Hover your cursor over the Actions menu and click Delete to delete all the leads shown on the page.
5. On the Delete Lead pop-up, click Delete. This will permanently delete the leads from your account.

4. Lead Details Page

To delete a single lead from the Lead Details page –

1. From the main menu, navigate to Leads>Manage Leads.
2. Click the name of the lead you need to delete.
3. On the Lead Details page, hover your cursor over the Lead Actions menu, from the list of available options, click Delete.
4. On the Delete Lead pop-up, click Delete. This will permanently delete the lead from your account.

5. Manage Lists Page

You must first create a list or open a pre-existing one to delete the leads in the list. To know more about how to create a List, read List Management – Feature Guide.

5.1 Delete a Single Lead

To delete a Single lead using Manage Lists –

1. Navigate to Leads>Manage Lists.
2. Select the list you need to open.
3. Navigate to the the row showing the details of the lead to be deleted and click .
4. Click Delete.
5. On the Delete Lead pop-up, click Delete. This will permanently delete the leads from your account.

5.2 Delete Multiple Leads

To delete multiple leads using Manage Lists –

1. Navigate to Leads>Manage Lists.
2. Select the list you need to open.
3. Click next to the leads to be deleted.
4. Hover your cursor over the Actions menu and click Delete.
5. On the Delete Lead pop-up, click Delete. This will permanently remove the leads from your account.

5.3 Delete Bulk Leads

To delete leads in bulk using Manage Lists –

1. Navigate to Leads>Manage Lists.
2. Select the list you need to open.
3. Follow steps ii-v as mentioned in bulk delete leads section.

6. Troubleshooting

Issue: Error When Deleting a Lead. You receive an error while attempting to delete a lead – “The lead cannot be deleted as it is referenced in an activity”.

Root Cause: The lead cannot be deleted because it is linked to another lead in the system through a Lead Referral Activity.

Solution: To resolve this issue, follow these steps:

1. Check the activity history of the lead.
2. Look for any Lead Referral Activity or similar activities that link the lead to another lead.
3. Delete the activity to unlink the leads.
4. After unlinking, proceed with the deletion of the lead as usual.

Any Questions?

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