How to Delete a Form

Deleting a form helps you keep your CRM organized by removing outdated or unnecessary entries. Follow these simple steps to permanently delete a form from your Kea Builder CRM.

👣 Step-by-Step: Delete a Form

🔹 Step 1: Access CRM

From the side menu, click on the “CRM” option.

Step 1

🔹 Step 2: Open the Forms Section

Under the CRM panel, click on the “Forms” button.

Step 2

🔹 Step 3: Click the Delete (Bin) Icon

Locate the form you wish to remove and click on the Bin icon associated with that form.

Step 3

🔹 Step 4: Confirm Deletion

A confirmation popup will appear. Click on “Delete” to proceed.

Step 4

🔹 Step 5: Deletion Complete

Your selected form will now be successfully deleted from the system.

Step 5

⚠️ Note:

Deleted forms cannot be recovered. Make sure to back up or duplicate any form before deletion if needed.