Articles on: Sales CRM

How to Delete Lead?

If you want to get rid of junk or duplicate leads from your system, you can simply delete them from your Refrens account.

Let's see how:

Step 1: Go to Sales CRM > All Leads / All Pipelines



You can either go to  Sales CRM > All Leads OR Navigate to the pipeline from which you want to delete the leads.



Step 2: Select the leads you want to delete



Select all the leads you want to delete by clicking on their respective checkbox - as shown below:



Step 3: Delete Leads



Once you have selected all the leads you want to delete, you will find the Bulk Actions button as shown below.

Go to the “Bulk Action” drop-down menu and click on Delete Leads to delete the leads you selected.



That’s it! Cleaning up your leads data is that easy!



If you still have any questions reach out to us at care@refrens.com or contact us via chat support for quicker assistance.

Updated on: 28/02/2025

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