Deleting Prospects

Overview

There are three ways to delete Prospects from the system:

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

Deleting Prospects from the Prospect Profile Page

Prospects can be deleted from the Prospect Profile page. To get to the Prospect Profile page do the following:

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

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

You can then either permanently delete the Prospect or move them to the Recycle Bin. See the Recycle Bin page for more. 

Deleting 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

Deleting Prospects using Automation

To delete Prospects using automation, do the following:

  • Go New > Automation
  • Add your criteria. In this case, we're removing Prospects who are in a specific list:

  • Click the Next button
  • Add the Delete Prospect action 

  • 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.