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