Occasionally you may need to delete/remove a lead. Cases could include times when the lead was mistakenly duplicated, or it was so cold it should never have been entered.
To remove the lead, the following process is used:
Select Jobs > Detailed Leads
Find the lead that needs to be removed and click on the lead number.
The left navigation panel will expand with all contract (lead) details. The heading "Contract Details" will also gain focus.
- Expand the Lead Number
- Select "Management" under the lead