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How To Delete A Lead & Recover It

Leads can be deleted from the detailed lead view, by clicking on the trash can as shown below:

Step 1:

Click into a Lead. Press the 3 Dots as shown and use the dropdown to select 'Delete this lead'.

Screen Shot 2024-11-22 at 3.17.55 PM.png

Step 2:

To recover a deleted lead. Click your name. Use the dropdown menu to select 'Trash'.

Screen Shot 2024-11-22 at 3.20.35 PM.png

Step 3:

Click 'Restore'. This will move the Lead back into it's Orginal Section.

Screen Shot 2024-11-22 at 3.21.45 PM.png

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