SharpSpring enables you to delete leads from Contact Manager. The following video will show you how to delete individual leads in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
(Note: If you are using a 3rd-party CRM, such as SalesForce or SugarCRM, you will not be able to delete a lead using this method.)
Step-by-Step Guide on how to Delete an Individual Lead
Step 1: Click on "Contacts" in the top navigation bar.
Step 2: Select "Contact Manager" in the drop down menu.
Step 3: Search for the lead by typing the name or using the “Sort” drop down menu.
Step 4: Click on the gray gear box (Options) all the way to the right of the lead name
Step 5: Select “Delete” in the drop down menu. Do Not click on the lead name itself.
Step 6: In the pop up menu, type in the word "Delete" in the field provided.
Step 7: Click on the red "Delete" button.
You should now have a better understanding of how to delete individual leads from Contact Manager using SharpSpring. As always, if you have any questions or concerns you can send an email to email@example.com.