Contacts & CRM

Delete a contact in Leadgains

Use this SOP only when a contact record really needs to disappear from Leadgains, for example an incorrect test contact or a duplicate created by mistake.

Last updated: May 28, 2026 Estimated time: 3 minutes

Brief overview

Deleting a contact is not the same as stopping follow-up. Do not use Delete to process an unsubscribe, STOP, DND or normal follow-up stop.

Should someone stop receiving automatic messages? Use the correct opt-out/DND handling or Remove Follow Up when you only want to stop follow-up.

Deleting can remove or stop linked items such as conversations, notes, opportunities, tasks, appointments and active workflows. Always check that you selected the right contact first.

Step-by-step plan

Step 1 - Open Contacts and select the contact

Go to Contacts. Find the right contact and tick the row to the left of the name. Check the name, phone number and email address before continuing.

Select a contact in the contact list and use the Delete button — Select the right contact first. Use Delete only when you are sure this contact may be removed.

Step 2 - Click Delete

Click Delete at the top after selecting the correct contact. Stop here if you are unsure whether the contact should really be removed.

Step 3 - Confirm with DELETE

Type DELETE in the confirmation window and click Delete again. The contact is then deleted.

Confirm contact deletion by typing DELETE — Type DELETE to confirm that you really want to delete this contact.

Common problems

Should I delete a contact if someone no longer wants messages?

No. For a real unsubscribe, leave the contact in place and respect DND/opt-out. If you only want to stop follow-up without opt-out, use Remove Follow Up.

I do not see Delete.

Check that you are in Contacts, that a contact is actually selected and that you have enough permissions. Ask an administrator to check your rights if the button is missing.

I deleted the wrong contact.

Report this internally as quickly as possible. Deleted contacts can sometimes be restored temporarily, but always treat deletion as an action with a risk of data loss.

Where can I find how to create contacts?

Use the separate SOP Create contact in Leadgains.