How to Delete Lists or Leads in DealMachine
You have a list of leads that you no longer need and you want to remove them from your account permanently. Don't worry! We'll guide you step-by-step on how to do that. However, please note that this action is irreversible.If you think you might need to review these leads again later, moving them to the trash could be a better solution. Managing your leads effectively is important as DealMachine has storage limitations – 100 leads during the trial period and up to 20,000 leads for full accounts.
To delete lists and the leads inside them,
1. Go to Leads.
2. Click Open Lists.
3. Type the name of the list that you want to delete.
4. Click on the list.
5. Click Select All to select all of the leads inside the list.
6. Click Lead Actions.
7. Click Permanently Delete Leads.
8. Click Permanently Delete.
9. Now that the leads have been deleted, it's time to delete the list. Click the three dots beside the name of the list.
10. Click View List.
11. Click Delete List.
12. Click Really Delete to confirm your action.
Deleting just the list will not delete the leads inside it so it is important to delete the leads first before deleting the list itself. Additionally: DealMachine has a maximum allowable lead limit depending on your plan. Regularly deleting unnecessary leads and lists helps avoid errors related to storage limits, ensuring you can continue adding new leads without interruptions.
To Permanently Delete a Single Lead
Open the lead card by clicking View Lead.
Change the lead status to In Trash.
Click the trash bin icon to confirm and permanently delete the lead. Note: Placing a lead in the In Trash status does not permanently delete it. Ensure you complete the deletion step.
To Bulk Delete Leads
Select the leads you want to delete by marking individual leads or clicking Select All after applying filters.
Go to Lead Actions.
Choose Permanently Delete Leads to confirm.
Troubleshooting Errors After Deletion
After deleting leads, you should monitor your account's total storage capacity. DealMachine has a maximum allowable lead limit. Exceeding this limit can prevent new leads from being added and may cause the system to return errors.
How to Avoid Storage Limit Errors:
Regularly delete unnecessary leads and lists to stay within your account's storage limits.
If you encounter an error, double-check your account storage to ensure adequate space for new leads.