Deleting contacts in FUB will result in all information on the lead profile being erased from your account. This information cannot be restored in any way once you have confirmed that you would like to delete your contact.
Note: If you do not wish to permanently remove a lead's data from your account, move them to the stage "Trash."
Deleting a Contact from the Lead Profile
Note: Only admin users have the ability to delete contacts.
- Go to the Lead Profile
- Scroll down until you see the Custom Fields section on the left-hand side. Under this section, select Delete Person.
Deleting a Contact from the People Page
Deleting a contact from the People page allows users to delete multiple contacts at the same time. This method also allows users to automatically export data for any deleted contacts in case this information is needed in the future.
Note: Only admin users have the ability to delete contacts.
- Go to the People Page by clicking on People at the top left of your screen.
- Check the box next to the name(s) of the contact(s) you want to delete.
- Click on the Trash Icon at the top of the People list.
- Click on Delete People.
- In the pop-up box, the checkbox for Export people before deleting will automatically be checked. If checked, this will export all selected leads to a CSV file when they are deleted.
If you do not wish to export the leads you are deleting, uncheck the box.
- Click the red Yes, Delete People button to confirm. Note: Deleting contacts is a permanent action and this information cannot be restored in any way.
Moving a Contact to the Stage Trash
All users, including agents and lenders, can change a leads stage to Trash. Leads in the stage Trash are hidden in the system unless searched or filtered to the stage Trash. Here is more information about leads in the stage Trash.