How to Delete Lead?

If you want to get rid of junk or duplicate leads from your system, you can simply delete them from your Refrens account.

Let’s see how to do this.

Step 1: Go to Sales CRM > All Leads / All Pipelines

You can either go to  Sales CRM > All Leads OR go to the pipeline from which you want to delete the leads.



Step 2: Select the leads you want to delete

Select all the leads you want to delete by clicking on their respective checkbox - as shown below:



Step 3: Delete Leads

Once you have selected all the leads you want to delete, you will find the Bulk Actions button as shown below.

Go to the “Bulk Action” drop-down menu and click on Delete Leads to delete the leads you selected.



That’s it! Cleaning up your leads data is that easy!

Updated on: 31/01/2025