Remove and delete contacts

 

There may be times when you want to remove a contact from Zap. You might have added a test contact or maybe you received a lead that you didn't want to work with. Think twice before acting! Once you remove a contact, you won’t be able to get it back.

 

Leads can be non-responsive early on—more than 50% of leads take more than 6 months to close—so patience can definitely be a virtue!

 

Remove Broker Leads

Broker Leads are leads that have been generated by your broker and assigned to you or another agent.  They are managed by your admin or broker. If you don’t want to work with these leads, you can remove these leads from your account. Removed leads will be sent back to your broker who will decide whether to reassign the lead or mark it as Dead or Bogus. To remove your Broker Leads:

 

  1. From anywhere in Zap, search for the  contact you’d like to remove. This should bring you to their Contact Profile.  
  2. Click More to access a dropdown.
  3. Scroll and select Remove from Contacts.
  4. Indicate your reason for removing the contact. This will help to inform your broker of why you don’t want to work the lead.

 

Delete Agent Leads

Agent leads are contacts you’ve personally added or generated through your marketing efforts. You can delete Agent Leads from Zap at any time. To delete your Agent Leads:

 

  1. From anywhere in Zap, search for  the contact you’d like to delete. This should bring you to their Contact Profile.  
  2. Click More to access a dropdown.
  3. Scroll and select Delete Contact.
  4. Confirm your request by selecting Delete.
Leslie Leach March 13, 2019