Who can delete
Step by step
1
Open the contact
In the sidebar, click Contacts and then click the contact you want to delete.
2
Open the options menu
In the contact header, next to the name, click More options (three-dot icon).
3
Choose Delete Contact
Click Delete Contact. The Delete Contact confirmation window opens, showing the contact’s name and email or phone.
4
Review the affected data
The window lists the Data that will be deleted. Make sure this is the right contact.
5
Confirm
Click Delete Contact. BluBash shows Contact deleted successfully and returns to the contact list. To give up, click Cancel.
What is removed
Before deleting
- Duplicate contact: check which record has the most complete conversations and deals. Delete the other one.
- Inactive customer: prefer keeping the contact and applying a tag, such as
inactive. This preserves the history and metrics. - Open deals: mark deals as won or lost first if you want to keep the result in reports. Deleting the contact also removes its deals.
- Data removal request: deleting is the right path when the data subject asks for their personal data to be erased.
Common errors
If the contact sends a new message after being deleted, BluBash creates a new contact, without the previous history.
Next steps
Search contacts
Find duplicates before deleting.
Contact tags
Mark inactive contacts instead of deleting them.
Roles and permissions
See what each role can do.