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How to delete "Contacts". Follow

A contact is eliminated from the list when we delete it. It indicates that we are unable to view that person in our list of contacts any longer.

 

Note: The Delete function is available to users who have rights honored through Profile Permissions. 

 

There are numerous methods for deleting records in Salesmate. The most effective method typically depends on how many records you need to delete or which specific set of information has to be deleted.


Different ways to delete a contact.

List View (Individually or Bulk).

You can delete contacts using this action individually or in bulk (up to 250 contacts at once).

Screenshot_2023-05-26_at_12.29.43_PM.png

Mass Delete Contacts.

You can delete contacts in bulk with this action (up to 1000 contacts at once). Choose a criterion and remove contacts in accordance with it.

Screenshot_2023-05-26_at_12.33.18_PM.png

Contacts Detailed Page.

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Preview Page

By clicking the ellipsis (3 Dots Menu) and selecting the delete option when you open the contacts from the associated record, such as (DEAL/COMPANY/ACTIVITY), you can delete it:

 

Screenshot_2023-05-26_at_12.36.19_PM.png

 

 

Note:

  • When we delete the a contacts, it gets moved to the deleted records under the Setup>>Deleted Records.
  • The data stays there for a period of 30 days, you can recover the deleted records during this time. Post that it is deleted permanently.
  • The contact would be unenrolled from the Sequence and the Automation, when deleted.

 

 

 

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