In order to protect your valuable lead information, there is a protection mechanism built into Chime so that all deleted leads will be reserved in a list named “Deleted leads.” We will discuss how to delete leads permanently later in this article.
In order to temporarily delete leads, log in to your Chime CRM and follow the steps outlined below. There are two ways to delete leads in Chime CRM.
Via Lead List Page
Log into your CRM account and click on People or lead list icon on the page menu.
- Select the leads you want to delete by ticking the checkbox next to the lead’s name.
Click Delete on the left-hand side of the Lead List Page.
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 his/her 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.
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.
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.
Please note: “Erase” means deleting the leads permanently. We might suggest that you do NOT delete leads and instead build them into a pipeline stage in case you get more information later. Deleting could be useful for a failed import, etc.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com> or by phone at 1 (855) 981-7557.