Overview
This guide will walk you through what Wingmate Mass Delete is and how it can be used to remove unnecessary Leads from your account safely and efficiently.
What is Mass Update?
Mass Update allows you to quickly apply changes to multiple Leads within your current filters, saving you time from editing each Lead individually.
With the Mass Update system, you can update fields on your Leads, Set Reminders, Flag Leads for the Pipeline Management team, etc. all in one go, perfect for keeping your database clean and up-to-date.
When you are on your Dashboard in Wingmate, you will find the Mass Update button at the top-right of the page. From there, you can choose the bulk action you want to perform. The table below shows the different types of actions available to you.
| Mass Update Features | Description |
|---|---|
| Update Leads | Update fields for your Leads including status, custom fields, etc. |
| Mass Reminders | Set a Reminder to multiple Leads. |
| Mass Copy / Move | Select multiple Leads to duplicate to a different Pipeline. |
| Mass Flag / Unflag | Mark/Clear Leads for PMs to action. |
| Mass Assign | Assign owners on multiple Leads. |
| Mass Delete | Move Leads to the trash bin. |
| Custom Fields Settings | Modify IDs and custom field types. |
Important Note:
What is Mass Delete?
The Mass Delete feature enables you to permanently remove multiple Leads from the system at once, rather than deleting them individually.
This tool is useful when cleaning up outdated, duplicated, or irrelevant Leads from your database in bulk.
⚠️ Important Notes:
Deleted Leads cannot be recovered. Please review all selected leads before confirming deletion.
Users with Manager or Salesperson permissions can perform Mass Delete.
We recommend exporting your Leads list before deletion if you need to retain a backup.
How to Mass Delete Leads?
Step 1: Open Mass Update Tool
From the Funnel View on the Main Page, click Mass Update.
The Mass Update button is available in Funnel, Map, List, and Table views.
Step 2: Select "Mass Delete"
Click Mass Delete, then click Next.
The Next button will be enabled once you select a Mass Action.
Step 3: Select Leads to Delete
Click the box next to each Lead you want to delete.
To select all Leads on the page, click the checkbox in the column header.
The number of selected Leads will be displayed above the Leads table.
Step 4: Search Leads to Delete
You can search for specific Leads using the search bar above the table.
Once done, click Next to proceed.
Step 5: Review Deletion Summary
A review screen will display the details of the Leads selected for deletion.
Carefully review the information, then click Run Update to proceed.
Step 6: Confirm Deletion
A confirmation pop-up will appear.
Deleted Leads cannot be recovered.
Click Confirm to complete the deletion.
Step 7: Monitor Progress
A progress bar will show the remaining time for the Mass Deletion process.
A success notification will appear once the deletion is completed.
Step 8: Cancel a Mass Delete (Optional)
You may click Cancel Mass Update before the deletion process finishes.
A notification will confirm the cancellation.
Step 9: Review Deletion History
Click Mass Update History to review the status of all Mass Updates, including deletions.
Click the Mass Action number to view detailed changes and results.
Tips & Best Practices
Use the search bar to narrow down results your leads before performing a mass delete to ensure only the correct records are removed.
Export your Leads list as a backup (CSV/Excel) before deletion.
Double-check the selected records, as deleted Leads cannot be recovered.