You can delete a lead from various areas in Top Producer Mobile, including when you edit or wrap up a lead. However, the quickest way to delete a lead is to use the following swipe method from the Sales Pipeline.
- From the Home page, tap Sales Pipeline.
- Select the tab that contains the lead you want to delete.
- Swipe the lead’s name from left to right.
-
Tap the Delete
icon.
Note: If you are a member of a team and do not see the Delete icon, you have not been given permission to delete contacts. Ask your team leader or account administrator to check your permissions under My Account > Team Members.
Log in to delete a lead.
Still have questions? Please contact us at the information below.