How to use "Delete" Leads Permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 24 May, 2023 at 9:17 AM by Andre Greiner

This permission is intended to enable the delete leads function. 

Generally, the delete  option occurs when the  lead  was improperly duplicated or when the  lead  should no longer appear in Spotter's database. In other situations, the resource of discarding  leads  is generally used  , as it allows its recovery, if necessary.

IMPORTANT :  Lead  deleted cannot be recovered. 

Like the  lead view, the delete function  is also allowed by access levels. Check the most suitable one and configure it for your pre-sales when needed.

By default, pre-sales users do not have access to the delete  leads feature With this permission, they will have more autonomy to manage  leads , as well as assist in the team's work, giving more flow to the work routine, according to the level of permission obtained.

Follow the step by step below to learn how to delete  leads  from the base quickly and easily.

1.  Log in to the Exact Spotter page . 

a. Enter your email and password. Click  Sign in .


2.  Access the side menu  Leads  >  List of  leads . 


3.  After opening the page, filter the  lead by name, using the Search by Lead  field 



4.  It is also possible to carry out an  Advanced Search,  querying through other information. To do so, click on the icon  , perform the filter as necessary and click on Apply . 


IMPORTANT:  All records associated with this lead(s) (bonuses, scores, history, campaigns) will be deleted and this cannot be undone.

5.  After selecting the desired lead, a new menu will appear with several options, click  Delete.


It is also possible to delete the  lead  through its registration. To do so, open the lead  's registration  and click on the  More " " option  located in the upper right corner.


Then select the  Delete option  and confirm it. 


Rate this article so we can improve our service?

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article