NOTE: This process cannot be undone! 

  1. On the left navigation, click Leads & Contacts > Contacts
  2. Use the search bar to quickly find your contact(s).
    • Search by name, email, or phone number.
  3. Select the name of the contact(s). 
  4. At the top of the screen, click Actions > Delete Selected Contacts.
    • NOTE: You cannot delete contacts that are tied to loans or who are shared with you from another user. You must archive that contact instead. Click HERE to learn how. 
  5. Click Ok to confirm.