FreeAgent CRM allows you to keep your Leads list up-to-date, by giving you the option to edit existing Leads or simply Delete them in case they are no longer needed.
Delete a Lead
To get started, go to the Leads section and click on the Lead you want to delete. Then click on 'Things You Can Do' and select the 'Delete' option.
Once you click on 'delete' you will be prompted to confirm the process by clicking on the 'Delete' button. This process can not be undone.
Delete Multiple Leads
It is also possible to delete multiple Leads at once. To do so, click on the List view (1) under the Leads section. There select the leads (2) you wish to delete, this will enable the 'Delete' button. Once you have selected the Leads, click the 'Delete' button (3).
Since this process cannot be undone, you will need to confirm by clicking the 'Confirm' button on the Delete confirmation dialog box in order for the selected Leads to be deleted from FreeAgent CRM.
For more information about how to create or edit Leads, please visit the following tutorials: