We recommend that you only delete a lead or contact that you’re sure will have no future value to your company. For example, you might want to delete a lead or contact that is no longer with the company or is no longer in a position to make a buying decision.
Note:You cannot delete a contact that is associated with a deal. To delete a contact, you must delete any associated deals first (seeDeleting deals).
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Deleting leads or contacts
You can delete leads and contacts in your Zendesk Sell account if they’re no longer needed and you want to clean up the data in your account.
To delete a lead or a contact
- On the Sell sidebar, click either theLeads(
) orContacts(
) icon. - Click the lead or contact you want to delete.
- Next to the name of the lead or contact, clickEdit.
- At the bottom of the page, click删除this leador删除this contact.
- Confirm that you want to delete the lead or contact, and click删除.
删除导致散装或联系人
You can delete multiple leads and contacts at a time using either theIndexorTableviews on theLeadsandContactspages. As with the single delete function, you can only delete contacts if they are not associated with any deals.
To delete leads or contacts in bulk
- On the Sell sidebar, click either theLeads() orContacts() icon.
- Select the checkbox next to the name of the leads or contacts you want to delete.
- At the top of the list, click删除.
Note:The limit for deleting leads or contacts in bulk from a Smart List, is limited to a maximum of 1,000 leads or contacts at a time.
1 Comments
Hi. It would be great if it was possible to mark the contact as no longer active, for example, when a person is no longer working at the company, but you want to maintain all communication and past deals. So it's no longer possible to send emails to the person, but everything else remains the same. Thank you.
Pleasesign into leave a comment.