NEW FEATURE! Mass Delete in CRM

You can now delete one full page of clients/leads at one time from the CRM.

Please note: this feature will only be available to users with Full Access as a Security Admin.  For more information on user permission levels, please click HERE. You will only be able to delete clients/leads which do not have estimates/jobs linked to them.

From the Budgeting & Estimating end of the program, click CRM>Contacts

Select the contacts you wish to delete and click Delete Contacts.

Confirm your delete by typing DELETE ALL into the confirmation box provided.  Click Continue.


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