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How to Delete Contacts

Warning
This action 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. Check the box next to each contact. 
  4. Click Actions > Delete contact. 
    • 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. A pop-up box appears. 
  6. Click Ok to confirm.

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