How to delete information from the knowledge base
Close CRM has no native knowledge base, so deleting information means locating the corresponding note in the lead used as a repository and deleting it manually. The process takes between 6 and 10 minutes. In Teeo, you tell the assistant what to delete and the information is removed from the knowledge base instantly.
How to do it in Teeo
“Delete from the knowledge base the information about [topic]”
The information is deleted from the knowledge base instantly.
How to delete information from the knowledge base in Close: step by step
Requirements
- ·Close CRM has no native knowledge base. Deletion is performed on notes within leads.
- ·Deleting a note in Close is irreversible; there is no recycle bin.
- ·Only the note's author or an administrator can delete it.
Log in to Close CRM
Go to app.close.com and enter your credentials.
Navigate to the lead you use as a knowledge base
Go to the Leads module in the left navigation bar. Search for the lead designated to store team reference information using the global search bar.
Locate the note you want to delete
Inside the lead, scroll through the activity feed to find the note with the information to delete. If there are many notes, use Ctrl+F in the browser to search by keyword.
Open the note's options
Hover over the note. Click the three dots (⋯) or the options icon that appears on hover.
Select 'Delete' and confirm
Select the 'Delete' option from the dropdown menu. Close will show a confirmation dialog. Click 'Delete' again to confirm. This action is irreversible.
Verify the note was deleted
Confirm the note no longer appears in the lead's activity feed. If the lead no longer contains relevant information, consider also deleting the lead or archiving the record.
Frequently asked questions
Can a deleted note be recovered in Close CRM?
No. Deleting a note in Close is irreversible. There is no recycle bin or undo option. Once deleted, the information is permanently lost. It is recommended to export or copy the content before deleting.
Who can delete notes in Close CRM?
Only the note's author or an account administrator can delete notes in Close. Other team members can only view and add comments, but cannot delete notes they did not create.
What is the simplest way to delete information from a sales knowledge base?
The simplest way is with Teeo CRM. You write to the assistant: 'Delete from the knowledge base the information about [topic]' and it is deleted instantly, with no manual searching or risk of irreversible data loss.