How to Delete the Documents Follow

You can efficiently and securely remove unnecessary documents from your Salesmate CRM. This process ensures that your document repository remains organized, relevant, and aligned with your business objectives.

To Delete the documents,

• Navigate to the More Icon from the left sidebar
• Click on Documents

• Here,
  • Bulk Delete the Documents
  • Delete a Single Document

Bulk Delete the Documents

To bulk delete the Documents,

• Select the Documents to perform the Delete operation
• Choose the Delete option from the Bulk Actions

• A confirmation popup will appear, asking you to confirm the deletion operation
• Click on Yes to continue Deleting the Documents

• Once you confirm the document will be Deleted with a Deleted Successfully message 

Delete a Single Document

To delete a single Document,

• Hover on the Document and choose Delete from the action menu.

• A confirmation popup will appear, asking you to confirm the deletion operation
• Click on Yes to continue Deleting the Document

• Once you confirm the document will be Deleted with a Deleted Successfully message