How to delete a lead or task?

Delete leads & tasks that belongs to myself

Max Oerther avatar
Written by Max Oerther
Updated over a week ago

In order to delete a lead or task, it must be linked to you.

Delete a lead:

  • Click on Start in the left handed menu

  • Look in the ‘’leads widget’’ and find the lead

  • The lead information will pop up in a menu to the right

  • If the lead is not connected to you, to that first

  • Click on ‘’remove’’ at the bottom of the side menu

  • Chose a reason and then accept to remove the lead

Delete a task:

  • Click on Start in the left hand meny

  • Look for the ‘’task widget’’ and click on the task

  • The task will appear in a menu on the right

  • Click on remove at the bottom of the left menu

Related article:

How do I move leads and Tasks from an agent that has quit

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