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How to Create a Lead in AgentRoof CRM

What Happens When a Lead Is Deleted?

Deleting a lead removes the lead from the active CRM records and makes it no longer visible on the CRM page.

AgentRoof CRM uses a soft-delete process. If the same lead is recreated using the exact same primary contact information, such as the same email address or phone number, previously associated information—including notes, action plans, and email history—can be restored.

Method 1: Delete a Lead from the CRM Page

Steps

  1. Navigate to CRM.

  2. Select the checkbox next to the lead you want to delete.

  3. Go to the more option

  4. Click the Delete button.

  5. Review the confirmation message.

  6. Click Yes to confirm the deletion.

The selected lead will be deleted successfully.

Method 2: Delete a Lead from the Lead Profile Page

You can also delete a lead directly from its profile page.

Steps

  1. Navigate to CRM.

  2. Open the desired lead record.

  3. Click the Profile tab.

  4. Scroll down and click Delete Lead.

  5. Review the confirmation message.

  6. Click Yes to confirm the deletion.

The selected lead will be deleted successfully.

Note

Deleting a lead does not permanently erase all associated information from the system. AgentRoof CRM uses a soft-delete mechanism to preserve historical data for future restoration if the same lead is recreated.

Conclusion

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