Batch Deletes Form

Use the Batch Deletes form to delete multiple Info Center records and proposal records. You can also use this utility to mark multiple Info Center records as "inactive."

Discontinued Use of CRM Module

When your firm discontinues the use of the CRM module, you can use the batch delete utility to delete following CRM records:
  • Opportunities
  • Text Libraries
  • Leads
  • Marketing Campaigns

Deleting CRM records can help remove unnecessary records when you prepare for data migration.

Related Topics:

Parent Topic: Fields and Options