Installation Company ERP / CRM


How To Delete an Enquiry

To Do This:

  1. In the Main Menu, head to your Enquiries tab. Select Clear All Filters to display all enquiries.
  2. Find the enquiry you’d like to delete, (you can always filter these if needed).
  3. Select the red dustbin beside the enquiry and select Yes to confirm. Please note, you’ll need the Admin or Super Admin role to delete an enquiry.

Thank you for watching our how-to video on How To Delete an Enquiry, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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