FAQs in this section
Who is a Contact?
Can my Contact be an Organization?
How do I create a Contact?
Can I add a Contact with only a few details and add more details later?
How can I add hundreds of Contacts at once?
Can I export my Contacts to an external source?
Can I duplicate a Contact record?
How do I import Contacts from a .csv file?
What happens to Contacts and Deals when I delete their related Organization?
How can I see the number of deals related to a contact?
How can I assign a Contact to a rep?
How can I change a Contact back to a Lead?
If a Contact moved to another Organization (Company), how should we deal with it?
Where do I set the customer support period for a Contact?
Can I create a Contact using Quick Create?
How do I identify if a Contact is a Lead or a customer?
How do I convert a Contact into a customer?
What does a Contact's Lifecycle Stage field indicate?
What is Contact Hierarchy?
How do I set up a Contact Hierarchy?
Where do I view the Contact Hierarchy?
How do I transfer a Deal and its Contacts to a different Sales rep?
I want to export only a few Contacts. How can I do that?
What are the different ways to create a Contact?
Is it possible to convert a "Contact" to "Organisation"?
How do I delete many Contacts at once?
Table of Contents
Follow these steps to delete contact records in mass:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- Select records on the List View by hovering over the left corner of the contact rows.
- Click the Delete icon in the toolbar that appears on the top-left of the column names.
- Click Yes, delete to confirm.
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