0
Skip to Content
Vineskills - The Preferred Filevine Partner
Vineskills - The Preferred Filevine Partner
Launch
Launch Plans
Data Migration
Optimize
Optimization Plans
Lead Docket
Document Assembly & Outlaw
Domo/Periscope
Automations
Finances
Custom Training
Learn
Filevine Training Videos
Free Help Wednesdays
Apps
Benchmark Dashboard
Lead Docket Dashboard
Magic Box of Skills
Smart Mailroom
QuickBooks Connect
About Us
Contact & Our Team
Testimonials
Careers
Get Support
Let's Connect
Vineskills - The Preferred Filevine Partner
Vineskills - The Preferred Filevine Partner
Launch
Launch Plans
Data Migration
Optimize
Optimization Plans
Lead Docket
Document Assembly & Outlaw
Domo/Periscope
Automations
Finances
Custom Training
Learn
Filevine Training Videos
Free Help Wednesdays
Apps
Benchmark Dashboard
Lead Docket Dashboard
Magic Box of Skills
Smart Mailroom
QuickBooks Connect
About Us
Contact & Our Team
Testimonials
Careers
Get Support
Let's Connect
Folder: Launch
Back
Launch Plans
Data Migration
Folder: Optimize
Back
Optimization Plans
Lead Docket
Document Assembly & Outlaw
Domo/Periscope
Automations
Finances
Custom Training
Folder: Learn
Back
Filevine Training Videos
Free Help Wednesdays
Folder: Apps
Back
Benchmark Dashboard
Lead Docket Dashboard
Magic Box of Skills
Smart Mailroom
QuickBooks Connect
Folder: About Us
Back
Contact & Our Team
Testimonials
Careers
Get Support
Let's Connect
  • Lead Docket,
• 12/2/24

Lead Docket Basics: How to Delete a Lead

In this video, Optimizer Erica shows you how to delete an unwanted lead with "rejected" or "lost" status with Lead Docket. Need more Lead Docket help? Connect with the Vineskills team of experts: https://vineskills.com/lead-docket

Previous

Lead Docket Free Help December: Tasks

Next

New Feature: Lead Docket Dashboard Filter

You Might Also Like

Related Embedded Video Item Thumbnail Lead Docket Free Help May: Automations
Related Embedded Video Item Thumbnail Custom Chase Messages in Lead Docket
Related Embedded Video Item Thumbnail Lead Docket Free Help July: Pushing Leads into Filevine + Common LD Integrations
Related Embedded Video Item Thumbnail Lead Docket Free Help November: New Features
Related Embedded Video Item Thumbnail Lead Docket Free Help: Using Custom Fields in Intake + New Features

Join our mailing list

We send two value-packed newsletters each month.

Thank you for subscribing!

About Us

Contact Us

Privacy Policy

SOC 2 Compliant

Get Support

Store

© 2025 – Vineskills