How to delete a contact (lead/user)

Raluca Stoica
Written by Raluca StoicaLast updated 20 days ago

If you need to remove a user or lead from your Customerly account, you can do so in three different ways. Below are the step-by-step instructions for each method.

Method 1: Delete a Contact from Lists

  1. Go to the Lists Section

    • Log in to your Customerly account.

    • Navigate to Lists from the main menu.

  2. Select the Contact

    • Find the user or lead you want to delete.

    • Click on their name to open the contact details.

  3. Delete the Contact

    • Click on the Delete button.

    • Confirm the action when prompted.

Method 2: Delete from the Contact Profile

  1. Open the Contact Profile

    • Use the Contacts section to find the user or lead.

    • Click on their profile to open their details.

  2. Access the Delete Option

    • Click on the three-dot menu (•••) in the profile.

  3. Confirm Deletion

    • Select Delete from the dropdown menu.

    • Confirm your action in the pop-up window.

Method 3: Delete from a Conversation Panel

  1. Open a Conversation with the User/Lead

    • Navigate to your Inbox and open a chat with the contact.

  2. Find the Delete Option

    • Look at the User/Lead Info section on the right panel.

    • Click on the three-dot menu (•••) next to their name.

  3. Delete the Contact

    • Select Delete from the dropdown menu.

    • Confirm the deletion.

What Happens After Deletion?

  • The contact will be permanently removed from your database.

  • Any associated conversations, notes, and interactions will be erased.

  • If the same person contacts you again, they will appear as a new lead or user.

Note: there is no API endpoint to permanently delete the contacts.

Learn how to delete the contact in bulk and how to delete the conversations.

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