How Can I Delete a Note?
27th Mar, 2023
How Can I Delete a Note?
Just go to a lead and click the “Notes” tab, then hover your mouse beside the pin icon and you’ll have the option to delete your note/s.
Step by Step Guide:
- Log in to your REsimpli account.
- Locate the lead with the note you want to delete.
- Click on the specific lead to view its details.
- Find the note you wish to delete within the lead’s information.
- Hover your cursor over the note to reveal additional options.
- You will see three options: Edit, Delete, and Pin. To delete the note, click on the “Delete” option (usually represented by a trash bin icon).
- A confirmation prompt may appear. If it does, confirm your decision to delete the note.
- The note should now be deleted from the lead’s information.
