Bulk Actions - Deleting Contacts

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to delete contacts using the bulk action feature:

Step 1: Choose Your Contacts

• Navigate to your contacts.

• Check the box to select contact records.

• You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in our software.

Step 2: Choose Your Action

• Choose the trashcan icon for “Delete Contacts”.

• This will remove the selected contacts from our software entirely.

NOTE: Deleting any contact will also remove them from Conversations, Notes, Opportunities, Tasks, Appointments, Manual Actions, and Campaigns.

NOTE: If you cannot see the delete option, please contact your account admin regarding your permissions