• Intermediate
  • Delete/Cancel an Application or Contact

There is no official way to delete or cancel an application/contact for compliance purposes. However, there are a few workarounds in place.


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.

Contacts

Delete a Contact Workaround