How to Delete a Contact (CAREFUL!)

Step-by-Step Walkthrough

1. Navigate to the "Contacts" page.

2. Select the desired contact to delete.

3. Click on the three dots next to the contact name.

   --Alternatively, click into the row of the contact and find the three dots underneath the contact's name.

4. Click on the "Delete" option.

5. Review the warning about the inability to undo the deletion.

6. Decide whether to delete the contact or archive instead.

7. If proceeding with deletion, confirm the deletion action.

   NOTE: We cannot reinstitute deleted (removed) contacts

8. Confirm the deletion of the contact.

How to Automate Deleting Contacts

1. Navigate to the "Automations" page.

2. Click on "New Automation" in the top right corner.

3. Select the option to "Remove/Archived Contact."

4. Mark the action as "Remove Contacts Completely."

5. Review the warning regarding the inability to undo the action.

   NOTE: Use caution with the delete action as it cannot be undone. Archiving is generally recommended.