Installation Company ERP / CRM


How to Delete a Document

  1. Head to the Main Menu.
  2. Click on Leads, ‘Live Leads’, or ‘Contracts’, ‘Live Contracts’ and find the customer you are after.
    Alternatively type their Lead/Contract number in the search bar at the top of the page. If you have a follow up set for today, you can click the edit icon on your dashboard.
  3. Once the Lead/Contract page loads, either click the Documents tab at the top of the page or scroll to the bottom of the page and on the right-hand side you will find a ‘Documents’ box, click here.
  4. Click the red trashcan icon to the right-hand side of the page to delete the file.
  5. Click ‘Yes’ to confirm this is the file you would like to delete.

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