Deleting Records

To delete a record in SalesNOW, start by clicking on the appropriate tab - such as Contacts, Companies, Leads or Deals - to display the list of records. To delete a Deal record, for example, follow these steps:

1. Tap Deals on the tab bar.
2. Tap the Deal record that you would like to delete.
3. Tap the MENU button at the bottom of the screen. If you cannot see the option to Delete tap More.
4. Tap Delete and choose from one of the three options:

1. On Server and Handheld to delete the record within both SalesNOW on the Android Tablet and SalesNOW on the WEB.

2. On Handheld to delete the record only within SalesNOW on the Android Tablet and leave the record intact within SalesNOW on the WEB.

3. Cancel to not delete this deal record

Note: If you deleted a record from within SalesNOW on the Android Tablet only, you can retrieve the record from SalesNOW on the WEB by downloading the record using an online search.

See Also:

Restoring Deleted Records

Managing Multiple Records