Overview
This guide explains how to safely delete Leads and Accounts from your CRM system. Deleting outdated or duplicate records helps keep your data clean and ensures your CRM stays accurate and useful.
Before You Begin
• Make sure you have the correct user permissions to delete Leads or Accounts.
• If you can’t complete these steps, contact your system administrator.
• Keep in mind: deletions may be permanent, so double-check before proceeding.
Steps
1. Log into Your CRM Instance
Go to your CRM login page or instance URL and sign in with your credentials.
2. Locate the Record
Navigate to the Leads or Accounts section and find the record you want to delete.
3. Select the record and click the Dropdown Menu
Click the dropdown menu located next to the “Star” icon in the record view. This menu contains additional actions for the selected record.
4. Click "Delete"
From the dropdown options, select "Delete."
5. Confirm Deletion
A confirmation prompt will appear. Click "Yes" to permanently delete the record.
Tip: The same process applies to both Leads and Accounts. Follow the identical steps regardless of record type.
Verification / Expected Result
Once completed, the selected record will be permanently removed from your CRM and will no longer appear in searches or lists.
Troubleshooting / Common Errors
• Don’t see the Delete option? You may not have the required permissions. Contact your administrator.
• Record still visible after deletion? Refresh your page or clear cached filters.
• Accidental deletion? Depending on your CRM, recovery may not be possible. Contact support immediately.