• Intermediate
  • Delete / Cancel a Deal or Contact

Although there are no official ways to delete or cancel a deal or contact for compliance purposes, there are a few workarounds in place.

Contacts

Delete a Contact Workaround

Applications

There are two options:

  1. Park
  2. Delete / Cancel Workaround

If your imported applications are still on your Historical Deals page, then you can just choose to update the status to parked or cancelled. See Historical Deals training.