Skip to main content


1 comment

  • RF Support Agent

    PresentlyPresently SE does not support deleting records per your company's compliance policy. We will be adding an archive tool to remove records from SE Record list views and searches in the near future.

    In the meantime you can use stacks to filter out the records you don't want to see. For example… a 'dead lead'. Mark it as "Out Lead" and the reason...

    Create a stack or search and save it for the records you wish to view on a regular basis 
    (Here's how to create a stack)


Please sign in to leave a comment.

Powered by Zendesk