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How to Delete Test Data

Easily remove test or sample records by using the Bulk Actions in list view.

Elvin Khudiyev avatar
Written by Elvin Khudiyev
Updated yesterday

When you’re trying out ClearCRM, you may create test leads, tasks, or customers. Here’s how you can quickly clean them up:

  1. Open the section where your test data is stored (e.g. Leads, Customers, or Tasks).

  2. If you are in Kanban view, switch to the List View.

  3. Select the records you want to delete by clicking the checkboxes on the left.

  4. At the top, click Bulk Actions to open the popup.

  5. In the popup, check Mass Delete and then click Confirm.

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