Export or Delete Contacts
Export contact lists and safely delete contact records when they are no longer needed.
Export and delete actions should be used carefully because they affect CRM data outside a single table view.
Export Contacts
Use export when you need a CSV copy for review, reporting, cleanup, or migration to another tool.
Before exporting, use search, filters, saved views, and visible columns to make the list match the records you need. If you only need a segment, filter the table first instead of exporting the full contact list.
For recurring exports, create a saved view first. This makes the export repeatable and reduces the chance that two teammates export different segments for the same job.
Export Checklist
Before exporting, confirm:
- active workspace
- filters and saved view
- columns and custom fields
- duplicate or test contacts
- permission to share the data
- filename that includes purpose and date
Open the CSV once after download and spot-check a few rows against Agiled.
If the export will be uploaded to another system, confirm the receiving system's required columns before sharing the file. Rename or remove columns in a working copy, not in your archived original export.
What to Review Before Exporting
Check whether the export includes personal data such as names, emails, phone numbers, tags, statuses, and custom fields. Share exported files only with people who should have access to that customer data.
Store exported files carefully and delete temporary copies when the review or migration is complete. CSV exports can outlive role permissions if they are shared outside Agiled.
If the export is for cleanup, keep a dated copy until the cleanup is reviewed. If the export contains customer data for another system, confirm who owns that file and when it should be removed from local storage.
Delete One Contact
Delete a contact only when the record was created by mistake, is a duplicate that has already been cleaned up, or should not remain in your CRM.
Before deleting, open the contact and review related deals, tickets, tasks, files, emails, comments, and finance activity. If the contact has important history, update the status to Inactive instead of deleting.
When duplicate contacts exist, decide which contact is the primary record before deleting. Move or recreate important notes, tasks, tags, and relationship context so the customer history remains usable.
Delete Contacts in Bulk
From CRM > Contacts, filter the table, select the rows, choose the delete bulk action, and confirm. Bulk delete is best for test data, failed imports, or duplicate cleanup after a careful review.
If you imported bad data, consider filtering by import tag, status, or created date before selecting records.
Before confirming bulk delete, scan the selected count and a few sample records. If any selected contact has real history, remove it from the selection and clean it up separately.
After bulk delete, clear filters and spot-check the contact list, related accounts, deals, and tickets. This confirms the cleanup removed the intended records without breaking active customer work.
Keep a short cleanup note with the filter used, export filename, selected count, and reason for deletion. This gives the team context if a deleted contact is questioned later.
Safer Alternatives To Delete
Use tags, status, archived/inactive labels, or saved views when the contact has history that may be useful later. Delete is best for mistakes, test data, or duplicates after the primary record is confirmed.