How to Create a Lead in AgentRoof CRM

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What theseHappens steps to addWhen a newLead Is Deleted?

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

AgentRoof CRM.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.

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Method 1: Delete a Lead from the CRM Page

Steps

1. Log in

   Navigate to AgentRoof CRM using your assigned credentials.

From the left-hand navigation menu, click CRM. On the CRM page, click the + button located in the Leads row to create a new lead. In the pop-up window, enter the lead's Full Name. Provide atleast one contact method for the lead by entering a Phone Number, an Email Address, or both.

Select the appropriate Lead Source from the available options.

If the required source is not available, click the + buttoncheckbox next to the Sourcelead fieldyou andwant createto adelete. new source. Go to the more option

Click the Delete button.

Review the confirmation message.

Click SaveYes to createconfirm the lead.deletion.

Result

The newly createdselected lead will be displayeddeleted onsuccessfully.

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Method 2: Delete a Lead from the CRMLead pageProfile and is ready for follow-up and management.Page

You havecan successfullyalso createddelete a lead indirectly from its profile page.

Steps

Navigate to CRM.

Open the desired lead record.

Click the Profile tab.

Scroll down and click Delete Lead.

Review the confirmation message.

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.CRM uses a soft-delete mechanism to preserve historical data for future restoration if the same lead is recreated.

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Conclusion