PippifyHelp Center

How to Delete a Lead

Feature Availability User Permissions Business Type Time to Complete Skill Level
All plans and the free trial All roles All business types About 1 minute Beginner

Summary

Overview: Deleting a lead removes it and its whole history from Pippify for good: messages, quotes, appointments, updates and notifications. If you only want the lead out of your way, archive it instead.

Prerequisites:

  • You can see the lead on the Leads page. Sales Reps see the leads assigned to them.

Step-by-Step Instructions

Step 1: Start the delete

Choose one way:

  • Leads table: in the lead's row, click the red bin button in the Actions column.
  • Leads board: on the lead's card, click the bin button.

Step 2: Confirm

  1. The Delete lead dialog explains that the lead will be permanently removed and cannot be recovered, including its messages, quotes, meetings and notes.
  2. Type DELETE in the box.
  3. Click Delete. To keep the lead, click Cancel.

Verify It Worked

Success criteria:

  • The lead disappears from the Leads table or board, and from the Inbox.

Troubleshooting

Common errors

  • The Delete button stays grey: the box doesn't say exactly DELETE. Fix: type DELETE in capital letters.
  • "Could not delete this lead": the lead wasn't deleted. On the board, the card comes back. Fix: try again.

Limitations & considerations

  • Deleting can't be undone. Archive the lead instead if you may need it later. See How to Archive or Unarchive a Lead.
  • Deleting a lead also stops its follow-up sequence.
  • If the lead was linked to a Bigin by Zoho record, Pippify won't re-create it from that record later.
  • To delete a lead Pippin held for review, you can also use Ignore in the Inbox. See How to Check a Lead Pippin Held for Review.
  • There is no delete button on the lead's page or in the Inbox conversation. Delete from the Leads page.

Next Steps & Related Resources

  • Next steps:
    • How to Archive or Unarchive a Lead
  • Related articles:
    • How to Use the Leads Table, Board and Filters
    • How to Check a Lead Pippin Held for Review
    • How to Stop Certain Senders From Becoming Leads

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/15/2026