Purpose:
The purpose of this article is to provide direction to Outreach Users in deleting Prospects from the Outreach platform.
Intended Audience:
- Outreach Users
Notes:
- This article illustrates the process of removing Prospect record from the platform. This does not include email history, activity history, opens, clicks, etc. For information on permanently removing Prospect data (data destructive) please refer to the How To Remove Outreach Data article
- This process does not remove Prospect in Salesforce.
- Only Outreach Admins and Prospect Owner's can delete Prospect records. For more information on Salesforce record management, refer to the Sales Force Record Merge & Delete FAQ.
- Deleting Prospects from Outreach cannot be reversed.
Delete a Single Prospect
- Access the Outreach Platform.
- Click on the Prospects icon on the sidebar.
- Click to select the applicable Prospect.
- Click the More Actions ellipses and select Delete.
- Click Delete in the Confirm Deletion window.
Delete a Group of Prospects
- Access the Outreach Platform.
- Click on the Prospects icon (double silhouette) in the sidebar.
- Select multiple prospects as applicable.
- Click the More Actions ellipses and select Delete.
- Click Delete in the Confirm Deletion window.
How does deleting a prospect in Outreach affect the lead/contact in Salesforce?
When a Prospect is deleted in Outreach, the lead/contact in Salesforce will not be affected. Based on your plugin settings, the deleted Prospects can be recreated in Outreach.
For more information regarding Salesforce plugin behavior, refer to the Reviewing the Salesforce Plugin article.