How to delete a contact (lead/user)

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.

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