Introduction

In order to protect valuable lead information, there is an important mechanism built into Lofty so that all deleted leads will first be moved to a list named “Deleted leads.” Information on deleting leads permanently will also be outlined in this article. 

In order to temporarily delete leads, log in to your Lofty CRM and follow the steps outlined below. There are two ways to delete leads in Lofty CRM.  

Via Lead List Page

Log into your CRM account and click on People. Select the leads you want to delete by ticking the checkbox next to the lead’s name and click Delete.

New UI:

Old UI:

When the alert window appears, type in the delete reason (optional), click OK and the leads will be deleted.

Via Lead Detail Page

Click on a lead’s name to get into their info page. Move your cursor to the "more" button on the top left of a lead's profile page, and click "Delete Lead" in the menu that appears.

When the alert window appears, click YES and the leads will be deleted.

Recover Leads / Delete Leads Permanently

To recover leads or delete leads permanently, click People on the page menu to go to the lead list page. Then click the Deleted Leads tab and you'll be taken to the DELETED LEADS list page.

New UI:

Old UI:

On the DELETED LEADS page, select the leads you want to recover/erase by ticking the checkbox next to the lead’s name. Click Recover or Erase depending on the action you wish to take.

New UI:

Old UI:

To recover your leads, choose the pipeline and click OK.

To permanently delete leads, click Erase. When the alert window appears, click YES and the leads will be permanently deleted.

Questions?