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Where is the permission that will enable users to delete lead records (from the prospecting tool)

WNAmiqus
Colaborador(a)

Hey, 

 

Currently my sales users see this when they go to delete a lead. How can I change this so that they are able to delete lead records?

 

image.png

 

Thanks

Will

1 Solução aceita
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Hi @WNAmiqus,

 

Users with super admin or bulk delete permission can delete a lead. To delete a lead, select the checkboxes next to the leads you want to delete and click Delete, see here: https://knowledge.hubspot.com/prospecting/manage-leads-in-the-prospecting-workspace

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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WNAmiqus
Colaborador(a)

Thanks, Karsten. Related question for you - I'd like to mass delete some lead records. I have the lead record IDs in a CSV and hoping to be able to use some sort of deletion tool; will this be possible?

 

Cheers

@karstenkoehler

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Happy to help, @WNAmiqus. Please mark my previous reply as an accepted solution, I appreciate it!

 

Regarding your follow-up questions, yes, this can be done by following this method: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p...

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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WNAmiqus
Colaborador(a)

Have done for the original issue. 

 

But the linked solution does not seem to work for lead records. In the prospecting tool there is no way to view and filter all lead records. And in a workflow filter it will not allow the pasting of multiple record IDs as your other solution suggests. 

 

Let me know if im missing something here.

 

Thanks again @karstenkoehler 

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

@WNAmiqus my apologies, I misread your previous question. Correct, then this is, as of now, not possible - as far as I know.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Hi @WNAmiqus,

 

Users with super admin or bulk delete permission can delete a lead. To delete a lead, select the checkboxes next to the leads you want to delete and click Delete, see here: https://knowledge.hubspot.com/prospecting/manage-leads-in-the-prospecting-workspace

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Avaliação positiva