Delete Contacts/Opportunities/Companies

    What happens when you delete a record?

    Opportunities: Deleting an opportunity will not delete any associated company or contact information

    Contacts: Deleting a contact will not delete any associated opportunities or companies

    Companies: Deleting a company will delete ALL related data including any associated contact and opportunities. Once you delete a company this data will not be recoverable.

    How to delete a record

    You can delete records by clicking the MORE button in the top right corner and selecting "Delete." This method works for any record you want to delete.