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  1. Manually, one-by-one, from the Prospect Profile page. 
  2. Sem-automatically from the Prospects page. 
  3. Automatically using an automated Workflowautomation

Deleting Prospects from the Prospect Profile Page

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See the Recycle Bin for options when deleting Prospects. 

Deleting

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Prospects from the Prospects Page

Prospects can be deleted from the Prospects page by doing the following:

  • Navigate to Prospects > All Prospects
  • Select records to delete using the checkboxes
  • Select Delete from the Actions button

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Deleting Prospects using Automation

To delete Prospects using automation, do the following:

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