fbpx

Installation Company ERP / CRM

Knowledgebase

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.

Did This Answer Your Question?

If not, try searching for another article below…

See what Joe thinks about Business Pilot

Request a Call Back

  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.