To delete one or more contacts or prospects
Choose Contacts/Prospects from the Contacts pull-down menu.
Select the contacts you want to delete using the check boxes in the right-hand column.
Locate the Action field near the bottom center of the screen. Choose "Delete Selected" from the pull-down options list, then click Go.
A confirmation box displays. If you are sure you want to delete the contacts that you have checked, click OK.
The system deletes the contacts and all of their information.
To delete one contact or prospect
Choose Contacts/Prospects from the Contacts pull-down menu.
Locate the contact you want to delete. (Tip: You can use the Search function at the top of the page to find a contact either by name or by prospect code.)
Click the contact's name to open the Modify Contact Information form.
Click the Delete button at the bottom of the form. In the confirmation dialog box, choose OK.
The system deletes the contact and all of his/her information.
TIP: If you would like to keep a contact on file, but are no longer working with him, you can change his Status field to Inactive, instead of deleting him.
See also