How To Delete A Contact

Deleting removes a contact from your CRM entirely. This article covers deleting a single contact and deleting several at once.

When you'd use it

• A duplicate record was created for someone already in your database
• A contact was entered by mistake or with test data
• You're cleaning up bad records from an import
  
  

Before you start

Deletion may be limited by your user permissions. If you don't see the delete option, your admin controls that access.

Read the gotchas below before deleting anything. Deletion is not the right tool for most "I don't want to see this contact anymore" situations.

Deleting a single contact

1. Click the contact to open the contact card.
2. Click Edit under contact info.
3. In the bottom left corner, click Delete Contact.
4. A confirmation window appears. Select Delete.

The contact is removed from your CRM.

Deleting multiple contacts

1. Select the contacts you want to delete.
2. With more than one selected, the delete option becomes available.
3. Click Delete.
4. A confirmation window appears showing how many contacts you're deleting. Confirm.

Those contacts are removed from your CRM.

Tips and gotchas

• Deletion is permanent. Treat the confirmation window as your last checkpoint. Read what it says before clicking through — especially on bulk deletes, where the count is your only signal that you selected what you meant to.

• Deleting a contact affects more than the contact. Contacts carry communication history, notes, campaign enrollment, appointments, locations, and projects. Understand what happens to those before you delete a contact with any real history attached. If you're unsure, ask your admin or contact support first.

• For duplicates, decide which record survives first. The two records rarely hold identical information — one may have the better phone number, the other the project. Move anything worth keeping onto the record you're keeping, then delete the other.

• Don't delete customers you're finished with. A completed job is history worth keeping — it's your referral list, your warranty record, and your reroof list in fifteen years. If the goal is to get old customers out of your working views, use contact status or filters instead of deletion.

• Bulk delete deserves a second set of eyes. If you're clearing out more than a handful, have someone confirm the selection. This is the action that generates the "can we get these back?" support ticket.