In order to delete a lead or task, it must be linked to you.
Delete a lead:
- Click on Start in the left handed menu
- Look in the ‘’leads widget’’ and find the lead
- The lead information will pop up in a menu to the right
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If the lead is not connected to you, to that first
- Click on ‘’remove’’ at the bottom of the side menu
- Chose a reason and then accept to remove the lead
Delete a task:
- Click on Start in the left hand meny
- Look for the ‘’task widget’’ and click on the task
- The task will appear in a menu on the right
- Click on remove at the bottom of the left menu
Related article:
How do I move leads and Tasks from an agent that has quit
To get in contact with Realforce support team, please e-mail us at support@realforce.com
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