How do I delete a contact?
Instead of deleting contacts, Cloze now offers the ability to archive contacts instead.
We highly recommend archiving contacts rather than deleting them. If you no longer wish to see a contact in your primary audiences, but the same contact exists in other systems like your Google Contacts or mobile phone contacts, you can archive it in Cloze. Archiving a contact retains the contact information and your activity with them, but removes the person from your primary audiences. Cloze automatically creates contact profiles based on your interactions and if you continue to interact with someone, Cloze will re-create their contact profile, even if it has previously been deleted.
A few notes about deleting contacts:
- Before deleting contacts, you must archive them.
- Only contacts that are Past (Inactive), Lost, or without a stage can be archived.
- Contacts that are in the Lead (or Warm), Potential (or Hot), or Active (or In Contract) Stage cannot be archived until you change the stage or remove it
- Contacts that are assigned cannot be archived until the assignee is removed
There are a few ways to delete a contact in Cloze:
- On the People screen, you can select one or multiple contacts and then archive and delete them.
- You can archive and delete a single contact by tapping on Edit on the contact profile and then archive, and then delete.
New Design
If you are using the new design please follow the instructions below.
Archive and Delete Multiple Contacts in Bulk
- From the My People section, tap on the checkmarks to select the contacts you wish to delete (1) and then tap on the checkmark at the bottom (2).
- Tap on Archive (3) in the menu that appears.
- Tap on Archive button and confirm (4).
- On the My People drop-down list, tap on the Archived People audience (5).
- Select the archived contacts (6) you wish to delete and then tap on the checkmark icon at the bottom of the screen (7). Then tap on Delete (8).
- Tap on the Delete button and confirm (9).
Archive and Delete a Single Contact
- Tap on Edit in the contact profile (1).
- Tap on Archive (2)
- Tap on the Archive button and confirm (3).
- Tap on Edit in the contact profile again (4).
- Tap on Delete (5).
- Tap on the Delete button (6) and confirm.
3.) Tap on the Delete button.
Classic Design
Archive and then delete multiple contacts in bulk from the People section
1.) From the people screen, select the contacts you wish to delete and then tap on the archive icon.
2.) Switch to the Archived Audience.
3.) Select the archived contacts you wish to delete and then tap on the trashcan icon. Archive and then delete a single contact
1.) Tap on Edit in the contact profile and then tap on the Archive button.
2.) Tap on Edit again and then tap on the Delete button.
3.) Tap on the Delete button.