Bulk-Delete Contacts in the CRM
There may be times when you need to remove a large number of old or unneeded contacts from your CRM. The Marketing 360® CRM makes it easy to delete contacts in bulk, whether you need to clear a single page or a specific group.
Option 1: Select and Delete
This method is best if you want to delete all contacts on a single page of your CRM.
On the CRM Contacts page, select the checkbox at the top-left to select all contacts on that page.
Click the Actions button.
Select Delete.
This option allows you to delete up to 50 contacts at a time. To delete 50 at once, make sure the 50 Per Page option is selected at the bottom of the page.
Option 2: Filter and Delete
This option is perfect for deleting a specific group of contacts, such as a particular lead type, contacts assigned to a specific user, or contacts that match a custom filter.
Click the Filter button to select the contacts you want to delete.
Choose your filter criteria. You can filter by assignment, source, status, type, or custom fields. You can also use multiple filters for more specific results.
Once your contacts are filtered, click the Actions button.
Select Manage By Filters, then click Delete Filtered.
Because this action is permanent, you'll be asked to confirm the total number of contacts you're about to delete.
Deleting Associated Resources
When you delete contacts, you may also delete associated resources like files, tasks, history items, and deals. A confirmation window will ask you what you want to do with these resources.
Check the box next to a resource type (e.g., History Items) to delete all items of that type that are associated with the selected contacts.
Leave the box unchecked to keep the items on your history page, but they will no longer be associated with any contact.
Once you have made your selections, click Delete to complete the process.
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