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
Only the owner and admin users can delete contacts.
1. Go to the Lead Profile
2. 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.
1. Navigate to People in the upper left-hand corner
2. Check the box next to the name(s) of the contact(s) you want to delete
3. Click on the Trash Icon > Delete People
Note: Only the owner and admin users can delete people. All other team members can trash people, which moves them to the stage trash.
4. Select Export # people before deleting > Yes, Delete 2 People
Moving a Contact to the Stage Trash
All users, including agents and lenders, can change a lead stage to Trash. Leads in the stage Trash are hidden in the system unless searched or filtered into the stage Trash. Here is more information about leads in the stage Trash.