If you need to delete a record from Operate, search for the lead in the search box, or go to the relevant module in Operate to find the record.

Once you find the record you wish to delete, you can click to view it, and in view mode Click on Actions (top right hand side) > Delete :

If you delete a record by mistake, don't worry, just click on the Recycle Bin (bin icon on the top right hand side) and find the record. Click Restore to return the record to the Operate Module:

If you want to mass delete multiple records, this is possible via the list views -

  • 1). Select the records you wish to delete (if you wish to delete all then tick the top left box)
  • 2). Click delete to move the items to the recycle bin

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