Need to remove a contact from your Pipeline CRM account? Whether you’re cleaning up your database or correcting a duplicate entry, deleting a person can be done in just a few clicks—if you have the right permissions. Here’s a quick guide to help you through the process.
Ways to Delete a Person
You can delete a person from either their profile page or directly from the People list view.
Note: The ability to delete people depends on your account permissions. If you don’t see the delete option, please contact your account admin to request access.
From a Person’s Profile Page
- Navigate to the person’s profile.
- Click Actions in the top-right corner.
- Select Delete person from the dropdown menu.
- Confirm the deletion.
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From the People List View
- Go to the People section.
- Check the box next to the person’s name.
- Click More and select Delete.
- To delete multiple people at once, check multiple boxes before selecting Delete.
If you have any questions or run into any trouble, reach out to our support team at customercare@pipelinecrm.com.