Delete Candidate

Overview

This playbook covers how to delete one or more Candidates from the CRM.

→ See 105 - Candidates for full product knowledge on Candidates.

→ See 125 - User-Permissions for the permissions required to delete Candidates.

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Method 1 — Delete from the Candidate Profile

Best for: Deleting a single Candidate when you already have their profile open.

1. Open the Candidate's full profile. → See 902 - View-Candidate-Profile
2. Click More.
3. In the dropdown, click Delete Candidate.
4. In the Delete Candidates modal, type Delete in the text field to confirm.
5. Click Delete.

The Candidate is removed from the CRM and a "Candidates deleted successfully" confirmation appears.

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Method 2 — Delete via Bulk Actions on the Candidates Page

Best for: Deleting several Candidates at once rather than individually.

1. Navigate to the Candidates Page.
2. Use the checkboxes on the left side of the table to select the Candidates you want to delete.
3. In the bulk actions bar that appears, click Delete Candidates.
4. In the Delete Candidates modal, type Delete in the text field to confirm.
5. Click Delete.

The Candidates are removed from the Candidates Page and a "Candidates deleted successfully" confirmation appears.

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Related Topics

105 - Candidates — Full product knowledge on Candidates
125 - User-Permissions — Learn about the permissions required to delete Candidates
135 - Candidate-Views — Learn how to search and filter Candidates on the Candidates Page
902 - View-Candidate-Profile — Instructions for opening a Candidate's profile
101 - Platform-Links — Direct link to the Candidates Page