Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
Deleting a lead permanently removes the person and their history from your CRM. Use it to clear out test records or duplicates — but because it can't be undone, Lofty asks you to confirm first.
Deleting a Single Lead
- In the left menu, go to CRM → People and open the lead by clicking their name.
- In the top-right corner of the profile, click the more-actions icon (⋯).
- In the menu, under Others, click Delete Lead.
- Confirm the deletion in the dialog that appears.
Caution: Deleting a lead is permanent and removes the lead's tasks, notes, and communication history along with the record. Review before you confirm.
Deleting Multiple Leads
To remove several leads at once, select them on the People list first:
- In the left menu, go to CRM → People.
- Check the box beside each lead you want to remove.
- Use the bulk-action toolbar that appears to delete the selected leads, then confirm.
Note: Deletion is restricted by your account's permissions — if you don't see Delete Lead, your role may not allow it.
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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