You can delete a lead from the Leads screen if it is no longer needed. Deleting a lead permanently removes it from your leads list.
Steps to delete a lead
Click Leads in the left-hand navigation bar to open the Leads screen.
Find the lead you want to delete in the list. Each lead card displays the applicant name, contact details, mortgage amount, and any associated tags.
Click the three-dot menu (actions menu) to the right of the Convert button on the lead card.
Select Delete from the menu.
A confirmation dialog will appear. Click Delete to confirm.
Once deleted, the lead is removed from the Leads screen and you will see a confirmation message: "Lead has been removed successfully."
Things to know
Deleting a lead is permanent and cannot be undone.
If you want to keep the lead and create a case from it instead, use the Convert button rather than deleting.