Delete activity

Delete activity

Goal

This article shows how to delete an activity in the system. Follow the steps to find the activity, select it, and delete it safely.

Warning
Deleting an activity is permanent. You cannot undo this action.

Procedure

Step 1: Open activities

In the main menu, go to CRM, then click activities.


Step 2: Find the activity

Use the Search field to find the activity, or scroll the list until you see the correct record.


Step 3: Select the activity to delete

Tick the checkbox on the left side of the activity you want to delete.


Step 4: Delete the activity

Click the trash bin icon in the top-right corner. If a confirmation message appears, confirm to complete the deletion.


Idea
To add or remove files related to an activity, see "Activity - Create".

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