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Move or remove leads and companies

Updated this week

Move your leads or companies to a different list

You can easily move your leads or companies from one list to another.

👉 To do so, while on the original list, select the leads or companies you would like to move, click on the three dots and select the option Move to a list.

A pop-up window will appear. Select the destination list and confirm the change by clicking on Move leads.

💡You cannot move leads from the All people list. Leads can only be moved from one people list to another people list. Companies instead can exist in multiple leads list and can be moved or copied form any list.


How to delete your leads

You can delete your leads in the Leads section on your dashboard in two ways:

  • Select leads manually: To delete a single lead or a few leads, select them, click on the three dots in the blue actions menu, and then select Delete.

  • Delete a people list: You can also delete an entire list by clicking on the list's title at the top and selecting Delete.

    💡The All People or All companies list can't be deleted.

💡If you're part of a team, only the Team Owner and Admins can delete leads that don't belong to them. If you are a team member, you will only delete leads that belong to you; every other lead will be simply skipped.

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