Delete a Lead from an Activity

When you delete a lead from an activity, Vision removes the lead from the activity schedule and deletes the lead from the Leads grid.

To delete a lead from an activity, complete the following steps:

1. Open the Activities dialog box, and click the Leads tab.
2. In the Leads grid, click the row that contains the lead that you want to delete from the activity.
3. On the Leads grid toolbar, click Delete, and then click OK. If you opened the Activities dialog box from the Activity Calendar, your entries are saved automatically.

   If you opened the Activities dialog box from an Info Center or from the Activity Manager, you must click Save on the form's toolbar to save your entries.