To delete a lead category Lead categories are used to group leads for reporting purposes. For example, they could be used to identify the probability of a lead becoming a job: Hot, Warm, Cold, or the type of work this lead relates to: Website, Brochure, Annual accounts, Property maintenance. :
- In the Business menu, select Settings > Lead Settings.
- On the Lead Category tab, select the name of the lead category you wish to delete.
- On the Edit Lead Category screen, select Delete Lead Category and confirm deletion.
It is possible to delete Lead categories even if they are in use, so take care! Leads that are not associated with a Lead category are displayed in dark grey in the lead Dashboard.