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.  

  1. Expand the Lead Number
  2. Select "Management" under the lead



The Action Pane will change its state to "Contract Management".  The top option is "Delete Contract Mark Contract Number Reusable".  Expand this section and select "Remove Contract"



After selecting "Remove Contract" and confirming, the lead is removed from the system.