Deleting a Contact

This article will outline how to delete a Contact from the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago


  • You'll need to have CRM Admin rights in order to follow the steps in this article

Step 1: Locate the Contact

Once you've located the Contact you need to delete, select the 3 dots from the right-hand side and select 'Delete' from the drop-down list. 

Step 2: Retaining Records for Deleted Contacts

Please note: If you'd like to keep the records under the Contact i.e. any Opportunities, Problems or Quotes, they can be moved to an existing Contact using the 'Move children' option. You then need to search for the record to save them under using the Parent option. 

Step 3: Deleting Records for Deleted Contacts

If you want to delete the Contact and all records which are stored under it, simply select the 'Delete Children' option. This will then mark the record as deleted when someone tries to access it. 

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