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How to Delete A Contact

Steps for deleting a contact from your CRM.

Jay Krause avatar
Written by Jay Krause
Updated over a month ago

Take the following steps to delete a contact that you no longer require.

NOTE: If the Contact is linked to an Account or Opportunity, all will have to be deleted prior to deleting the Contact.

Step 1: Navigate to Contacts.

Step 2: Click on the name of the desired Contact you wish to delete.

Step 3: Locate and select the Ellipsis (three vertical dots) next to the Contact Name and click on Delete.

Note: If the Contact is linked to an Account or Opportunity, all will have to be deleted prior to deleting the Contact.

Step 4: Confirm the desired deletion by selecting the Delete button that appears with a disclaimer as deleted contacts cannot be recovered.

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