How do I delete a contact?
Instead of deleting contacts, we highly recommend archiving contacts rather than deleting them.
To remove a contact from your primary audience, archive them in Cloze. This keeps their info and history but hides them from your main view.
If you continue interacting with them (e.g., via email or phone), Cloze may automatically re-create their profile—even if it was previously 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:
- Multiple Contacts: On the People screen, you can select one or multiple contacts and then archive and delete them.
- One Contact at a Time: You can archive and delete a single contact by tapping on Edit on the contact profile and then archive, and then delete.
Archive and Delete Multiple Contacts in Bulk
1.) From the My People section, tap on the checkmarks to select the contacts you wish to delete
2.) Then tap on the checkmark at the bottom
3.) Tap on the checkmark at the bottom to open the Bulk Actions menu and then tap on Archive in the menu that appears.
4.) Tap on Archive button and confirm.
5.) On the My People drop-down list, tap on the Archived People audience.
6.) Select the archived contacts you wish to delete by tapping on the checkmarks next to their names.
7.) Tap on the checkmark icon at the bottom of the screen.
8.) Then tap on Delete.
9.) Tap on the Delete button and confirm.
Archive and Delete a Single Contact
1.) Tap on Edit in the contact profile.
2.) Tap on Archive.
3.) Tap on the Archive button and confirm.
4.) Tap on Edit in the contact profile again.
5.) Tap on Delete.
6.) Tap on the Delete button and confirm.
