Permanently delete a lead

• Admin
• Needs: CRM
• Desktop
• Phone
• Draft

If you don't see this

• It needs the CRM permission. A director grants it under Manage School → Staff → Permissions.

Permanent deletion removes the child and can't be undone. For a family who isn't moving forward, archive the lead instead so you keep the history.

Before you start

• You need the Regional Manager, Administrator or Owner role.

Steps

1. Open the lead's Lead Information sheet and tap More actions (top right).
2. Tap Permanently Delete.

   Screenshot coming soon01 · /crm

   Permanently Delete in the More actions menu

3. In Permanently Delete Child, type the reason for deleting.
4. Tap Delete.

Tips

• For a duplicate you can also archive the lead with the reason Duplicate child, which keeps its history.