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Deleting a lead

You can delete leads from Sage CRM if your security profile allows it. Contact your System Administrator if you want to delete leads but the option is not available to you.

  1. Find and open the lead you want to delete.
  2. From the Lead Summary page, click Edit.
  3. Click Delete, then Confirm Delete. The record is deleted from the system.

See Also:

Searching for an existing lead

 

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