Article

How do I delete a contact from my Outreach instance?

Body



A contact can be deleted if it is:

  1. not associated with Activities on a project.
  2. removed from associated projects.

 

To delete a contact:

  1. Go to the Companies tab.
  2. Select the Contacts sub tab.
  3. Click the red bin icon on the right.
  4. Click Delete.
  5. If the contact is added to a project or is connected to any Activities:
    1. You can't delete them at this time. A second window appears giving you the name of the projects the contact is active in. Remember the project name.
    2. Click OK.
    3. Remember the contact's company.
    4. Remove the contact from all Activities.
    5. Remove the contact from the project.
    6. Return to the Companies tab and step one.

 
Title
How do I delete a contact from my Outreach instance?
URL Name
How-do-I-delete-a-contact-from-my-Outreach-instance

Summary

This is an article that provides a step-by-step guide on removing inaccurate contacts from an Outreach instance. The article emphasizes the importance of ensuring contacts are not associated with Activities and are removed from projects before deletion.

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