How to Delete a Lead or Contact in Zendesk Sell
How do I delete a lead or contact in Zendesk Sell?
To delete a lead or contact in Zendesk Sell, you need to follow a few simple steps. First, navigate to the Sell sidebar and click on either the Leads or Contacts icon. Then, select the lead or contact you wish to delete. Click on 'Edit' next to their name, scroll to the bottom of the page, and click 'Delete this lead' or 'Delete this contact'. Finally, confirm your decision by clicking 'Delete'.
It's important to note that you cannot delete a contact if they are associated with any deals. You must first delete any associated deals before proceeding with the contact deletion. For more detailed instructions, you can refer to theoriginal Zendesk help article.
More related questions
Can I delete multiple leads or contacts at once in Zendesk Sell?
Yes, you can delete multiple leads or contacts at once in Zendesk Sell using the bulk delete feature. To do this, go to the Sell sidebar and click on either the Leads or Contacts icon. Use the Index or Table views to select the checkboxes next to…
Why can't I delete a contact in Zendesk Sell?
If you're unable to delete a contact in Zendesk Sell, it might be because the contact is associated with a deal. Zendesk Sell does not allow the deletion of contacts that have any associated deals. To proceed with deleting such a contact, you must…
Is there a way to mark a contact as inactive in Zendesk Sell?
Currently, Zendesk Sell does not offer a direct feature to mark a contact as inactive. Users have expressed interest in such a feature, especially for situations where a contact is no longer with a company but their communication history needs to…
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