Delete Workspace

Overview #

The Delete Workspace feature allows administrators to permanently remove unused or inactive CRM workspaces. This helps maintain a clean and organized system environment.

{screenshot of workspace deletion confirmation}

Deleting a Workspace #

To delete a workspace:

1. Open Workspace Settings
2. Select the workspace
3. Tap Delete
4. Confirm deletion

⚠ Warning

Deleting a workspace may remove associated data including leads and contacts. Always verify before deleting.

Best Practices #

• Backup important data before deletion
• Confirm workspace inactivity
• Limit deletion permissions to administrators