Keeping your contact database organized makes it easier to focus on the leads and clients that matter most. If you have outdated, unwanted, or duplicate contacts, AGENTVIEW allows you to delete multiple records at once instead of removing them individually.

Here's how to do it.

Step 1: Open Your Contacts

1. From the left navigation menu, click Contacts.

2. Your contact list will appear, displaying the leads and clients in your CRM.

3. Use the search or available filters to help locate the contacts you want to remove.

Step 2: Select the Contacts You Want to Delete

1. Locate the checkbox next to each contact's name.

2. Check the boxes for the contacts you'd like to remove.

3. Review your selections to make sure you've chosen the correct contacts.

You can select multiple contacts from your list before deleting them.

Step 3: Delete Your Selected Contacts

1. Once you've selected your contacts, click Delete Selected.

2. Your selected contacts will be removed from your AGENTVIEW database.

Important: Deleting contacts cannot be undone. Before clicking Delete Selected, double-check your selections to avoid accidentally removing important leads, past clients, or contacts with valuable information.

Quick Tip: Regularly reviewing your database can help you stay organized, but consider keeping past clients and older leads who may still provide future business or referrals.