Delete customer records individually or in bulk to keep your customer list organized. If you delete a customer by mistake, you can restore their profile later.

Step 1: Go to Customers

Step 2: Click the checkbox next to the customer(s) you want to delete

Step 3: Click Delete

Step 4: Click Delete again to confirm

Step 1: Open the customer's profile

Step 2: Click the More (⋮) menu in the top-right corner

Step 3: Select Delete customer

Step 4: Click Confirm

If you accidentally delete a customer, you can restore their profile.

Step 1: Go to Customers

Step 2: Click Actions

Step 3: Select Restore deleted

Optional: Search for the customer by name, company, phone number, or email address and click Filter to narrow the results by customer tag or lead source.

Step 4: Click Restore next to the customer

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