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Find export or delete leads
When to use it
Use this guide when you need to find export or delete leads.
Before you start
- Open Lead from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
You can locate leads, export them, or remove an eligible incorrect lead.
Lead actions change prospect details and follow-up history. Conversion creates the customer handoff and limits further lead edits or deletion.
Steps
- Use Table View to filter leads by the visible search, stage, dates, owner, and other fields.
- Use Export CSV to download the selected scope.
- To remove an incorrect lead, use Delete Lead, check the company reference, and confirm only when appropriate.
Screenshot to add: Lead: find export or delete leads. Capture filename: images/find-export-or-delete-leads.png.
Restrictions
Deletion needs delete access. A new geo-focus entry is not currently saved to the service by the location control; use an existing supported location.
A converted customer cannot be deleted through lead management. Use the customer records screen for customer follow-up.
If something went wrong
For an incorrect exported copy, check filters and saved lead data, correct eligible source fields through Edit Lead, then export a replacement.
After an unclear Delete Lead, refresh and check the original before repeating it. If the wrong lead was removed, give Sales its reference and associated activities/documents; no restore control is described here. Converted customers cannot be removed through lead deletion; review their customer record separately.
Check the correction
Check the actual deletion result or corrected export scope. Agree any replacement lead with Sales rather than assuming its original history is restored.