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Delete a Lead/ Client

We advise against deleting a lead or client UNLESS the lead is spam.

Updated over 8 months ago
  1. Go to CRM

    Lead - PROFITCOACH™ 2024-02-09 at 11.54.47 AM
  2. Find the Lead or Client you would like to remove

    Screenshot 2024-02-09 at 11.56.16 AM
  3. Click the white box to check it off

    Client - PROFITCOACH™ 2024-08-15 at 11.35.49 AM
  4. Click the blue action button

  5. Click "Remove"

If you would like to know how to convert a client back to a lead click here!

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