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Deleting Contacts

 

We want you to succeed. If you would like support, please email us.
Email: support@pulse360.com

Tips

  • You can delete contacts in Redtail, Wealthbox or Salesforce for them to stop showing up in Pulse360. 

  • Appointments are also prepopulated from your CRM system, as long as the field "Related to" refers to this Contact.

Walkthrough Link

By clicking the button below, you will be taken to Pulse360 application for a step by step walk-through.
Add a New Topic Walk-through

Guide

Step 1

Find necessary Contacts in your CRM and export the data.

Step 2

Remove Contacts in your CRM and it will automatically erase them from Pulse360.
We want you to succeed. If you would like support, please email us.
Email: support@pulse360.com

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