Manage Items

How to Delete Category with Lead in Tenacious Sales - CRM?

If admin or salesperson wants to delete some category of product or service then they can delete it very easily. If leads are added for particular category then admin or salesperson have to delete all leads added for particular category.

Let us go through steps of deleting category with lead:

  • Login to tenacious sales account as an admin or salesperson
  • Go to Manage Item
  • Go to Categories
  • List of category will be display
  • Click on View Lead for particular category
  • Select Lead from All leads & Unscheduled leads
  • Click on Delete
  • Go back to particular category
  • Click on Delete for particular category

Particular category will deleted from the list. Admin or salesperson can also add same category later if needed.

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