How to Delete a List

Deleting a list from your CRM helps keep your workspace organized and relevant. Follow these simple steps to remove any list you no longer need.

👣 Step-by-Step: Delete a List

🔹 Step 1: Access the Lists Panel

Go to the CRM area and click on the “Lists” button at the top.

Step 1

🔹 Step 2: View Your Lists

The Lists area will open, displaying all existing lists.

Step 2

🔹 Step 3: Click the Trash Icon

Locate the list you wish to delete and click the Trash icon next to it.

Step 3

🔹 Step 4: Confirm Deletion

A confirmation dialog will appear. Click “Delete” to proceed.

Step 4

✅ Step 5: List Deleted

The selected list will be permanently deleted from your CRM.

Step 5

⚠️ Note:

Deleting a list is irreversible. Make sure it’s no longer in use before confirming the deletion.