Occasionally, you may need to remove some of the unnecessary records from Zoho CRM, for a better organization of data. You can do so by deleting the records for Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks, Events or Calls module from your iPhone.
To delete a record
- Go to the Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks, Events or Calls module.
The records in Contacts, Leads, and Accounts modules are listed in alphabetical order. - Tap the record that you want to delete.
- In the Record Details page, tap the Delete icon.
- Tap Delete. The record will be deleted.
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