Managing data efficiently is one of the biggest challenges for growing businesses and agencies. As CRMs scale, so does the volume of records — including outdated entries, test data, and incorrectly imported information.

Until now, cleaning up large datasets was time-consuming and restrictive. Teams had to either delete records one by one or deal with limits that slowed down operations.

That changes with the latest update:

Bulk Delete for Custom Objects, Companies, and Tasks

This new feature introduces a powerful, scalable way to delete records in bulk, with no upper limit on how many records can be removed in a single action.

The Problem Before This Update

Before this release, the deletion process had several limitations that created friction.

1. No Bulk Delete for Custom Objects

Custom Objects did not support multi-select functionality in the list view.

This meant:

• Records had to be deleted individually

• Cleanup processes were slow and inefficient

• Managing large datasets became frustrating

2. Limitations on Companies and Tasks

While Companies and Tasks supported bulk deletion, there was a restriction:

• Maximum of 100 records per action

For larger datasets, this required:

• Repeating the same process multiple times

• Managing records in batches

• Increased risk of errors

3. Inconsistent User Experience

Each module behaved differently, making the workflow less intuitive.

Users had to adjust their process depending on the object type, which added unnecessary complexity.

What’s New in Bulk Delete

This update removes all these limitations and introduces a unified, efficient deletion experience.

Unlimited Bulk Deletion

You can now delete:

• Custom Object records

• Company records

• Task records

with no upper limit.

This means:

• No batching required

• No repeated actions

• Faster cleanup of large datasets

Multi-Select for Custom Objects

Custom Objects now support:

• Checkbox selection in list view

• Bulk actions similar to other modules

This brings Custom Objects in line with the rest of the CRM.

Consistent Experience Across Modules

All three modules now follow the same workflow:

• Select records

• Perform bulk actions

• Track progress

This consistency improves usability and reduces confusion.

Restore Option (Within 60 Days)

One of the most important additions is the ability to restore deleted records.

If something goes wrong, you can:

• Recover records within 60 days

• Restore associated data

• Maintain data integrity

How Bulk Delete Works

The process is simple and designed for efficiency.

Step-by-Step Process

1. Navigate to Custom Objects, Companies, or Tasks

2. Use checkboxes to select records

3. Use the header checkbox to select all records on the page

4. Click Delete from the bulk actions bar

5. Confirm the deletion

Track Progress

After initiating the deletion:

• The system processes the action in the background

• You can monitor progress from the Bulk Actions page

• Logs provide visibility into the operation

What Happens When You Delete Records

Understanding what gets removed is important for maintaining data structure.

Removed Elements

When a record is deleted, the system removes:

• Associations with Notes and Tasks

• Links to Contacts, Companies, Opportunities

• Connections with other Custom Object records

• Any association labels

What Stays Intact

The actual related records are not deleted.

Only the relationships between them are removed.

This ensures:

• No unintended data loss

• Clean disconnection instead of full deletion

Restoring Deleted Records

Mistakes can happen, especially when working with large datasets.

This feature includes a safety net.

How to Restore Records

1. Go to the Bulk Actions page

   

2. Locate the deletion job

3. Click the three-dot menu

   

4. Select Restore

What Gets Restored

The system restores:

• Original records

• Field values

• Associations

• Association labels

The restore runs as a separate job and fully reinstates the data.

Why This Feature Matters

Bulk Delete is more than just a convenience — it directly impacts efficiency, accuracy, and scalability.

1. Faster Data Cleanup

Teams can now:

• Remove thousands of records instantly

• Clean up test data in seconds

• Fix mis-imported datasets quickly

2. Eliminates Manual Work

No more:

• Deleting records one by one

• Repeating bulk actions in batches

• Managing multiple cleanup cycles

3. Reduces Operational Friction

The unified experience means:

• Less confusion

• Faster onboarding for new users

• Smoother workflows

4. Built-in Safety with Restore

The 60-day restore window provides:

• Confidence during bulk operations

• Protection against accidental deletion

• Easy recovery without data loss

5. Scales with Your CRM

As your business grows, so does your data.

This feature ensures your CRM can:

• Handle large datasets efficiently

• Maintain clean and organized records

• Support long-term scalability

Practical Use Cases

This feature is valuable across multiple scenarios.

Cleaning Test Data

Developers and teams can quickly remove:

• Sandbox records

• Testing entries

• Temporary data

Fixing Incorrect Imports

If a dataset is imported incorrectly, you can:

• Delete it instantly

• Re-import clean data

• Avoid manual corrections

CRM Optimization

Regular cleanup helps:

• Improve performance

• Maintain data quality

• Keep workflows efficient

Agency Operations

Agencies managing multiple clients can:

• Clean up sub-accounts faster

• Maintain consistency across accounts

• Reduce time spent on maintenance

Where to Find This Feature

This feature is currently available under:

👉 Subaccount → Labs

Make sure it is enabled to start using it.