Deleting a Contact

Edited

Important Information When Deleting Contacts

  • Only Admins can delete contacts to ensure data security and prevent accidental deletion.

  • Deleted contacts can be restored within two months i.e. 60 days.

  • Associated data, such as conversations, notes, and tasks, may also be deleted (based on system settings).

Best Practices

  • Double-Check Before Deletion:
    Ensure you have selected the correct contacts to avoid accidental data loss.

  • Backup Important Data:
    Export contacts to a CSV file before deletion for record-keeping.

  • Regular Maintenance:
    Review and clean your contact list periodically to maintain data hygiene.

  • Assign Permissions Wisely:
    Restrict deletion capabilities to Admins or trusted team members only.

Manual Deletion of Contacts

Step 1: Open Contacts Page

Navigate to the Contacts section in your HighLevel dashboard.

Step 2: Select Contacts

There are two different ways to select contacts. You can either select all contacts on a page (or all contacts in your CRM) by clicking the checkbox in the header of the contacts list, or you can select individual contacts by clicking the checkbox next to their name.

Select one or more contacts by checking the boxes next to their names.

Step 3: Delete Contacts

Click the Delete button at the top of the contact list.


How To Delete Contacts and Their Data : HighLevel Support Portal