How to Delete Leads?

1. Feature Overview

You can permanently delete leads from LeadSquared to maintain data hygiene and improve account performance. When a lead is deleted, all associated activities, tasks, and updates are permanently removed as well.

2. Prerequisites

Admin users can delete leads by default. For other user roles, the Delete Leads permission must be explicitly enabled by an Admin through the Permission Template. For more information, see Permission Templates.

3. How It Works

Leads can be deleted one at a time, in a selection, or in bulk. Three pages support lead deletion: Manage Leads, Lead Details, and Manage Lists. The method you use determines the scope of the deletion.

• Single delete — removes one lead via the Actions menu.
• Multi-select delete — removes a specific selection of leads using checkboxes.
• Bulk delete — selects all leads displayed on a page and removes them. Bulk deletions are processed overnight.

Deleted leads can be reviewed in the Deleted Leads List report under the Reports section.

4.Delete Leads from Manage Leads Page

4.1 Delete a Single Lead

To delete a Single lead from the Manage Leads page –

1. Go to Lead Management>Leads.
2. Hover over the Actions icon alongside the lead and select Delete.
3. Click Yes, Delete to confirm.

4.2 Delete Multiple Leads

To delete multiple leads from the Manage Leads page –

1. Go to Lead Management>Leads.
2. Select the checkboxes alongside the leads you want to delete.
3. From the dropdown, select Delete.
4. Click Yes, Delete to confirm.

4.3 Delete Bulk Leads

To delete leads in bulk using the Manage Leads page –

1. Go to Lead Management>Leads.
2. Use the pagination control at the bottom to set how many leads are shown per page (10, 15, 25, 50, 100, or 200).
3. Click the checkbox next to the Lead Name column header to select all leads on the page.
4. From the More Actions menu, select Delete.
5. Click Yes, Delete to confirm.

5. Delete Leads from Lead Details Page

To delete a lead from the Lead Details page –

1. Go to Lead Management>Leads and click the name of the lead.
2. On the Lead Details page, open the More Actions menu and select Delete.
3. Click Yes, Delete to confirm.

6. Delete Leads from Manage Lists Page

6.1 Delete a Single Lead

To delete a Single lead using Manage Lists –

1. Go to Lead Management>Lists and open the relevant list.
2. Hover over the Actions icon alongside the lead and select Delete.
3. Click Yes, Delete to confirm.

6.2 Delete Multiple Leads

To delete multiple leads using Manage Lists –

1. Go to Lead Management>Lists and open the relevant list.
2. Select the checkboxes alongside the leads you want to delete.
3. From the Actions menu, select Delete.
4. Click Yes, Delete to confirm.

6.3 Delete Bulk Leads

To delete leads in bulk using Manage Lists –

1. Go to Lead Management>Lists and open the relevant list.
2. Use the pagination control at the bottom to set how many leads are shown per page (10, 15, 25, 50, 100, or 200).
3. Click the checkbox next to the Lead Name column header to select all leads on the page.
4. From the More Actions menu, select Delete.
5. Click Yes, Delete to confirm.

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!