Delete Lead

Under certain conditions and with the proper security clearance, you can remove a Lead record that is no longer needed. This is helpful if you accidentally enter a duplicate Lead record or if a record was entered unintentionally.

If the lead has a Contact (or Contacts) associated, then the Contact (or Contacts) will also be deleted.

1. With the lead you want to delete displayed, select the Delete Lead workflow.
2. A Confirmation message displays asking if you are sure you want to delete the record. Click Yes.
3. The view of the record changes to note that the record has been deleted (archived).