You can bulk delete up to 100 contacts at a time using “Bulk Actions.”

1. Navigate to your list of contacts by clicking “Contacts” on the left navigation panel.

2. Select the contacts you would like to delete by clicking the check box to the left of the contact name. If you have filtered a group of contacts to delete, you can click the check box above the list to the left of “Name” to select the entire page of contacts. If your filtered list includes more than the current page, you can choose to “select them all.”

3. Click “Bulk Actions” and select “Delete Contacts.”

4. You will be asked to confirm before the contacts are deleted.

This will permanently remove the selected contacts from your workspace. The process may take some time if you are deleting a large list of clients.

See also: How do I delete a contact?

Common questions and best practices when deleting contacts

Q: Can I restore a deleted contact record?

A: You should be able to recover a deleted contact by navigating to Settings > Trash Can (Under Workspace Section). The Trash Can holds items deleted in your workspace within the last 30 days. Each user's Trash Can shows items that they have deleted, but also things that they created, and were deleted by other users.

Users can only view their trash can in Wealthbox. Each user's Trash Can shows items that they have deleted and items that they created but were deleted by other users.

Best Practices:

• Tag contacts you plan to delete (e.g., cleanup_2025) for review before deletion.
• Set up an internal process for contact management and data hygiene.
• Train team members on deletion protocols to avoid accidental data loss.

Q: Can I restore a deleted contact record?
A: You should be able to recover a deleted contact by navigating to Settings > Trash Can (Under Workspace Section). The Trash Can holds items deleted in your workspace within the last 30 days. Each user's Trash Can shows items that they have deleted, but also things that they created, and were deleted by other users.

Users can only view their trash can in Wealthbox. Each user's Trash Can shows items that they have deleted and items that they created but were deleted by other users.

Best Practices:

• Tag contacts you plan to delete (e.g., cleanup_2025) for review before deletion.
• Set up an internal process for contact management and data hygiene.
• Train team members on deletion protocols to avoid accidental data loss.