Data Clear up

Lee W
Lee W Member Posts: 6
Name Dropper First Comment
edited February 22 in Sales CRM #1

Hello Pipedrive,

Situation: I want to clear up test data from Pipedrive

Question: Is there a way that I can clear up a Lead (and associated Organisation, and Contact), all in one go? From Pipedrive interface?

Currently: I am doing it all the slow and long way, separately.

Many thanks, Lee

Answers

  • Reeve Lui
    Reeve Lui Member Posts: 41
    First Answer 5 Likes Name Dropper First Comment

    Hi there

    Regrettably, there isn't a single option to clean up your test records in one go. The process involves going to each module and deleting them in bulk.

    Alternatively, if your test records were imported, you have the option to undo the import, which will automatically remove the associated records from your Pipedrive.

    Should you have any further questions or need additional assistance, feel free to reach out. We're here to help!