Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Type in the Prospect's name or email in the search box at the top

While on the Prospect Page click either the Delete link or the Delete button. The Delete button can be found by clicking "Show Details" next to Lead Details (blue section). 

Image Removed

Profile, use the drop-down menu to select Delete. 

Image Added

You can then either permanently delete the Prospect or move them to the Recycle Bin. See the Recycle Bin page for options when deleting Prospectsmore

Image Added

Deleting Prospects from the Prospects Page

...

  • Click the Next button
  • Run the automation

Removing from CRM

If you are connected to Salesforce.com or Microsoft Dynamics, you will have the option to also remove the Prospect from the CRM.

...

This will remove the Lead or Contact record Lead Liaison is syncing with. If there are duplicate records in your CRM, we will not delete the duplicates.

Image Added