Deleting a file
Here's how to delete an uploaded file:
- First, go to where the file is saved in your CRM. Files can be saved to a contact or company directly, in a contact or company custom field, or in a pipeline custom field.
- Click on the file and select “Actions” in the upper right. Then, choose “Delete” in the dropdown.
- Accidentally deleted a file? An “undo” link will appear in the dialog immediately after deleting, or learn more about restoring deleted data here.
- Need to add a new version of the file instead? Learn more about file versioning here.
Keywords:
Delete, remove, get rid of, archive
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