Delete a CRM Contact

Learn how to delete a CRM contact record in PEARS.

Follow the steps below to delete a CRM contact record.

1

Navigate to Community Relationships

From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM).

2

Select a Contact

Click the contact you want to delete.

3

Click Delete

On the contact detail page, click the Delete button.

4

Confirm Deletion

A confirmation dialog appears. Click OK to permanently delete the contact and all associated interactions.

NOTE: Deleting a CRM contact is permanent and cannot be undone. All interactions associated with the contact are also deleted.

TIP: The Delete button is only visible to users who have permission to delete the contact (the record creator, organization administrators, and data managers). If you do not see a Delete button, you do not have permission to remove this contact.