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How to Delete a Contact?

In this article, you will learn how to fully delete a contact in DripJobs.

Written by David Arteaga


1. Click on 'Contacts'

Click on 'Contacts'

2. Open the Contact You Want to Delete

Open the Contact You Want to Delete

3. Click on 'Edit'

Click on 'Edit'

4. Scroll Down and Click on 'Archive Contact'

Scroll Down and Click on 'Archive Contact'

5. Click on 'Archive'

Click on 'Archive'

6. Click on 'Close'

Click on 'Close'

7. Click on 'Edit'

Click on 'Edit'

8. Try Deleting the Contact

Try Deleting the Contact

9. A Message Will Be Shown to You Letting You Know You Need to Delete Any Existing Deals, Proposals, Invoices or Appointments You Have Under This Contact

A Message Will Be SHwon to You Letting You Know You Need to Delete Any Existing Deals, Proposals, Invoices or Appointments You Have Under This Contact

10. Click on 'Deals/Proposals/Appointments'

Click on 'Deals/Proposals/Appointments'

11. Open the Deal/Proposal/Appointment

Open the Deal/Proposal/Appointment

12. If It Is a Deal, Click on the Three Dots

If It Is a Deal, Click on the Three Dots

13. Click on 'Delete'

Click on 'Delete'

14. Click on 'Yes, delete it!'

Click on 'Yes, delete it!'

15. Click on 'OK'

Click on 'OK'

16. Go Back to Contact's Information

Go Back to Contact's Information

17. Click on 'Edit'

Click on 'Edit'

18. Click on 'Delete Customer'

Click on 'Delete Customer'

19. Click on 'Yes, delete permanently'

Once all deals/proposals/invoices/appointments are deleted, you'll be able to delete the whole contact record

Click on 'Yes, delete permanently'

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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