Contacts (CRM)
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      1. Patch Retention Help Center
      2. Retention Marketing Tools
      3. Contacts (CRM)

      Delete Contacts

      How to Delete Contacts

      • From your Dashboard, click on the ‘Contacts’ module in the list on the left-hand side of the portal.
      • Selecting your contact(s) for deletion and then click on the multiperson icon above the list and to the left. Clicking on this icon gives a drop-down menu of options.

      How_to_Delete_Contacts1.png

      (Optional) If there are more contacts to be deleted, select multiple/all contacts.

      How_to_Delete_Contacts2.png

      • A secondary screen will pop up automatically and it is the last stop for accidentally deleting contacts.
      • The prompt will ask you to type in the word in all caps DELETE + # of contacts to be deleted. Be absolutely sure you have selected everybody that you want to delete as this process is irreversible past this point.

      How_to_Delete_Contacts3.png

      Customer Support

      If you need help or need assistance determining next steps, please contact our Customer Support team by phone at 888.605.4429 or email at success@patchretention.com.