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How do I delete a lead via the'Lead Detail' page

Need to delete a lead that isn't in a dashboard task?

Louise Buscombe avatar
Written by Louise Buscombe
Updated over 10 months ago

Leads should only be deleted from DenGro if you want to permanently remove their personal information. If you've been unable to get hold of a lead, or they are no longer interested in treatment, you need to mark them as 'inactive'. 

To delete a lead:

Step 1.
Go to the lead in question.

Step 2.
Click 'Delete' which can be found in the header area of the lead's personal information.

Step 3.
Select a reason for the deletion.

Step 4.
Click 'Delete'.

The lead will be removed and you will be returned to the dashboard.

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