Delete a Lead
Delete a Lead
Remove a lead from the active PloverCRM workspace when you are certain it is no longer needed.
Warning: Deleting a lead is destructive and cannot be undone. Review the lead and confirm that you are deleting the correct record before continuing.
Delete one lead #
- Open the lead’s Lead Details screen.
- Tap Options.
- Tap Delete Lead.
- Review the confirmation dialog.
- Confirm the action by tapping Delete.
Image placeholder: Replace this image path with the final Delete Lead screenshot when it is available.
The confirmation dialog is titled Delete Lead and says:
Are you sure you want to delete this lead? This action cannot be undone.
Tap Cancel if you are not certain.
Delete multiple leads at once #
You can delete several leads from All Leads by using bulk actions:
- Open All Leads.
- Tap a row number, or long-press a lead row, to enter selection mode.
- Select each lead you want to remove.
- Review the selected count in the bulk-actions bar.
- Tap Actions.
- Choose Delete leads.
- Review the number of selected leads and the warning.
- Tap Delete only after confirming that the selection is correct.
When a filtered list offers Select all [number] leads matching this filter, choose it only when you intend to delete every lead that matches the current search or filter, including leads on other pages.
Select 100 rows on one page
Use the rows-per-page control when you want to review and select a large group from the current page:
- Open All Leads.
- Open the rows-per-page control at the bottom of the table.
- Select 100.
- Review the leads displayed on the page.
- Use the header selection control or select the leads individually.
- Tap Actions.
- Choose Delete leads.
- Review the selected count and confirmation warning.
- Tap Delete only after confirming the selection.
The rows-per-page options can include 10, 20, 50, and 100. Selecting 100 displays up to 100 leads on the current page; it does not automatically select or delete them. You must still review and select the leads before using bulk deletion.
Warning: Bulk deletion permanently removes the selected leads and their deals. This action cannot be undone. Review the selection count and query scope before confirming.
Image placeholder: Replace this image path with the final rows-per-page and bulk-delete screenshot when it is available.
For the complete selection and bulk-action workflow, see Use Bulk Actions.
What happens next #
For a single lead, PloverCRM shows Deleting lead… while the deletion is processing. After a successful deletion, it shows Lead deleted successfully and returns you to the leads list.
After bulk deletion, PloverCRM displays a completion message with the number of leads changed. If some leads fail or are skipped, the message includes that information.
Deleted leads cannot be restored through these workflows. If you need to retain the information, export or record the permitted details before deleting it.
Troubleshooting #
Delete Lead is not available
Your role may not have permission to delete leads. Ask a workspace administrator to review your access.
The lead is not deleted
PloverCRM can show Failed to delete lead when the request does not complete. Review the message and try again only after confirming that the correct lead is still open.
Bulk deletion removes fewer leads than expected
Review the selected count and whether you selected visible leads or all leads matching the current filter. If some leads fail or are skipped, review the completion message and ask a workspace administrator to confirm your permissions.
Bulk deletion is not available
Your role may not have permission to delete leads, or the bulk action may be unavailable for the selected records. Ask a workspace administrator to review your access.
