How to delete records

There are multiple ways to delete records from Salesmate. Typically the most efficient way depends mostly on how many records you need to delete or which particular group of records requires deletion -- if you're unsure of the most efficient way to remove your records, drop in an email to us at help@salesmate.io and we'll walk you through it.

About deleting records

• Only Admins control whether standard users can delete deals through setting up of Profile Permissions.
• Admins can delete Deals, Contacts, Company, and Activities (Individual/Mass).
• Standard users cannot delete Contact, Company, Deal, or Activity until Delete is honoured in Module level permissions and Mass Operations in Profile.
• Standard users can delete deals or activities, but only if given permission by the admin under Setup > Users & Permissions > Profile> Edit Profile.
• If you don't see the option to delete your Contact, Company, Deal, Activity then you are not an admin. You'll need to have your Salesmate admin delete the record for you, or you'll need to seek a Profile with Delete rights.

Individually delete an item (Contact/Company/Deal/Activity) in its Detail View

To delete a Contact/Company from Salesmate, follow the instructions below:

From Detail Screen

Confirmation Screen

• From your Salesmate account, navigate to Contacts / Company.
• Search for the Contact / Company you'd like to delete and select open the name of the contact.
• Click the Actions menu above the Contacts / Companies detail on the right and select Delete.
• You can also delete Contact / Company from the Contact's / Companies Dashboard. 
• Navigate to Contact / Company. 
• Check the box to the left of the Contacts / Companies you'd like to delete. 
• Click the Actions menu on the header above the Contact's / Companies list and click Delete.

To delete an Activity from Salesmate, follow the instructions below:

• From your Salesmate account, navigate to Activity.
• Search for the Activity you'd like to delete and select open the Title of the Activity.
• Click the Actions menu above the Activities detail on right and select Delete.
• You can also delete Activity from the Activities Dashboard. 
• Navigate to Activity. 
• Check the box to the left of the Activity(s) you'd like to delete. 
• Click the Actions menu on the header above the Activities list and click Delete.

To delete a Deal from Salesmate, follow the instructions below:

• From your Salesmate account, navigate to Deal.
• Search for the Deal you'd like to delete and select open the Title of the Deal.
• Click the Actions menu above the Deal detail on right and select Delete.
• You can also delete Deal from the Deal Dashboard. 
• Navigate to Deal. 
• Check the box to the left of the Deal(s) you'd like to delete. 
• Click the Actions menu on the header above the Deal list and click Delete.

Bulk - delete records

Mass - delete records

• Go to Actions Button
• Click on Mass Delete (Deals) Records

• Specify Criteria to delete records
• Select the records that needs to be deleted
• Click on Delete button, to delete records

• Confirm the message, to be deleted and stored under deleted records for 30 days

Mass Delete Records ( Delete any filtered list of contact/companies/activities/deals )

Any filtered list can be deleted in bulk. Example: You can filter your Contacts by custom fields you've created, or just about anything, and then delete only the Contacts that match your filter criteria. Once you select your filter, click the checkbox in the upper left corner; this will select ALL items in your filter, including any further down your screen.

To Mass Delete Records. Example: Mass Delete Contacts. 

• From your Salesmate account, navigate to Contact.
• Click on the three dotted vertical menus and navigate to "Mass Delete Contacts"
• Filter the records based on the criteria you wish to
• Your records will be listed upon Search
• Check the box to the left of the Contact(s) you'd like to delete.
• Click Delete

Bulk Delete Records ( Delete selected records from contact/companies/activities/deals list )

You can also select multiple items from your list, and only delete your selection.

To Bulk Delete Records. Example: Bulk Delete Contacts.

• From your Salesmate account, navigate to Contact.
• Filter the records based on the criteria you wish to.
• Check the box to the left of the Contact(s) you'd like to delete.
• Click Delete

Permanently Deleting Records

CRM data always requires some housekeeping. Here's how you can permanently delete records if you do not need them any longer

• To Permanently Delete Records. Example: Delete Contacts.
• From your Salesmate account, navigate to Setup
• Click on Deleted Records
• Select the Module and the Records you wish to delete
• Delete / Delete All Records