Bulk Actions: Deleting Contacts

Bulk Actions: Deleting Contacts

The Bulk Actions feature in Advisor's Growth allows you to delete multiple contacts at once, making it easy to manage and clean up your contact list. Here’s how you can do it:

Step 1: Select Your Contacts

1. Navigate to Your Contacts:

   • Go to the Contacts or Smart Lists section.

2. Select the Contacts to Delete:

   • Check the box next to each contact record you want to delete.

   • To delete all contacts on the current page, check the box at the top.

   • If you need to delete all contacts in your system, click the hyperlink that appears to "Select all contacts" in Advisor's Growth.

Step 2: Choose the Delete Action

1. Click the Trashcan Icon:

   • Select the trashcan icon labeled "Delete Contacts."

2. Confirm the Deletion:

   • Once you click the icon, the selected contacts will be permanently removed from Advisor's Growth. This action will delete the contacts and their associated data, including conversations, notes, opportunities, tasks, appointments, manual actions, and campaign enrollments.

This process is irreversible, so make sure to double-check your selections before deleting contacts.