Reset imported leads

Wipes everything a lead import created so the import can be practiced — or re-run properly — from clean.

What it is

One action that removes the contacts an import created plus everything hanging off them: opportunities, notes, tasks, contact metadata, transition log entries, the owners roster and estimate-cache links — reporting a count for each.

Also called: undo the import · practice importing · wipe imported contacts

See it
Reset imported leads
Area
Platform & Admin
Group
Testing Harness
System
Test Lab
Solves
2 named problems
01Scoped to rows carrying an import source marker, so hand-entered and web-form leads are untouched
02Runs behind a branded confirmation dialog and reports per-table counts
03Offers a reload afterwards because other views cache their own lists
The Imported leads section with the confirmation dialog and the per-table counts returned. Sample data — no customer information appears here.
How it works
  1. 1Scoped to rows carrying an import source marker, so hand-entered and web-form leads are untouched
  2. 2Runs behind a branded confirmation dialog and reports per-table counts
  3. 3Offers a reload afterwards because other views cache their own lists
Why we built it

Getting a column mapping wrong on a first import — phone numbers landing in the name field, right down the spreadsheet — used to mean living with it or fixing it by hand, row by row, on the account's real contact list. One button removes everything an import created for that account, so the import can be practised until it is right and then run properly.

The problem
  • A one-shot import with no undo
  • Practice imports leaving duplicate contacts behind
Sound familiar?
What you get
Import, check the result, undo, fix the mapping, import again
Only imported rows are touched — nothing you typed yourself

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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