This article provides instructions for the legacy version of Follow Up Boss, FUB Classic. For updated instructions, please click here.
Still using FUB Classic? Here’s a great overview on how to switch to FUB2!
To delete a contact go into that contact and use the stage dropdown menu.
Choose "Delete Contact" and the contact will be deleted from the system including lead source statistics.
Things to Note
- There is also a "Trash" option which will leave the lead in the system.
- Use Delete to remove duplicates or test inquiries. Use Trash for leads with a bad phone number and bad email address.
- Please note that only admins can delete leads.