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3 min readIntermediateAgentManagerAdmin

Deleting a lead and deletion requests

Reps request, team leads and managers approve. Nothing is gone forever.
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Steps

  1. 01

    Find the bin

    Hover the lead's row and click the bin icon.

  2. 02

    Rep: send a request

    Lead deletion request opens. Write a reason and click Send for approval.
    The lead stays tagged Pending deletion approval and the request goes to your team lead (or managers).

  3. 03

    Team lead / manager: approve or reject

    Click the bin with a number in the list header → Pending deletion requests → Approve deletion or Reject.
    Direct delete: Delete lead requires a Deletion reason.

    Tip: Deletion archives the lead. A manager can restore it: Control panel → Deleted items.