Deleting all communications for a lead

Note that in some cases Sage CRM deletes only links to communications.

Your action

Result

You delete communications that are not linked to any other Lead records in Sage CRM. Sage CRM flags the communications as deleted and the communications are no longer visible to the users.

You delete communications that are linked to other Lead records in Sage CRM.

Sage CRM deletes only links to the communications from the Lead record, but keeps the communications and links to other Lead records associated with the communications.

  1. Ensure mass operations are enabled. For details, see Enabling mass operations.
  2. Back up the database and ensure all users are logged out of Sage CRM.
  3. Find and open the lead whose communications you want to delete.
  4. Click the Communications tab.
  5. Click Delete All Communications, then Confirm Delete.