To delete a lead category Lead categories are used to group leads for reporting purposes. For example, they could be used to identify the probability of a lead becoming a job: Hot, Warm, Cold, or the type of work this lead relates to: Website, Brochure, Annual accounts, Property maintenance. :
- On the toolbar click the Settings
icon.
- On the General Settings tab, make sure that the Lead Settings section is selected.
- On the Lead Settings screen, make sure that the Lead Category tile is selected.
- Do one of the following:
- Select the checkbox for the lead category you wish to delete. Click Delete and confirm deletion.
- Drill down on the name of the lead category you wish to delete. Click Delete and confirm deletion.
It is possible to delete lead categories even if they are in use, so take care! Leads that are not associated with a lead category are displayed in grey shading in the lead Dashboard.