How to do a mass delete of contacts or accounts in CRM

#1
A common question we get is how to delete more than one contact or account in the CRM. There is a way to do that and we agree that it is not real apparent so here is the explanation:

For contacts, go to the main contacts page in CRM - https://salesscripter.com/pro/crm/contacts/all
Then look for the My Contacts button at the top and click on that.
These are all the records that have you as the record owner
There are select boxes next to each contact and at the top header row is a checkbox above all checkboxes
If you select that box, you can select all on the page and then click delete to perform a mass delete

You can replicate the same process on the My Accounts page to delete multiple accounts.

The reason you have to do this on My Contacts and on My Accounts is that we have restricted a user to only be able mass delete their own records.
 
Top