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Removing a Lead

There might be a lead that ends up in your account that you think is spam or that you have disqualified and would like to remove from your account. This article will show you how to permanently remove a lead from your Placester application. 

Accessing the Leads Tab

First, go to the app icon, then select CRM on the dropdown to view all of your current leads.

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Removing Leads

To remove a lead, click on the name of the lead you would like to remove in order to access their lead profile page.

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Once there, click on the Quick Actions dropdown menu in the righthand corner.   Select Remove from the menu, to permanently delete the lead.  

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Need More Help? 

If you have additional questions about removing leads, let our support team know at support@placester.com.

 

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