Deleting Records

To delete a record in SalesNOW, start by tapping 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. Swipe down from the top frame and then tap More
4. Tap Delete and choose from one of the three options:

1. On Server and Handheld to delete the record on both SalesNOW on the PlayBook and SalesNOW on the Web.

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