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 to open the record, such as Major Widget Deal, that you would like to delete.
3. Tap the MENU button and then tap More, from there simply tap Delete to delete the record.
4. Choose one of three options:

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

2. On Handheld to delete the record only within SalesNOW on the Android 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 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