Lead Pipeline

If I delete an opportunity, does the contact's information get deleted too?

No — deleting a pipeline card never wipes the person's contact record, so their phone number, email, and history stay safe.

Understand the two separate records

RootLogic keeps two distinct things: a Contact (the permanent person record with name, phone, email, tags, and call history) and an Opportunity (the pipeline card that tracks where that person is in your sales process). They are linked but not the same thing.

Delete the opportunity card safely

In the Pipeline view, click the three-dot menu (⋯) on the opportunity card and select Delete. Confirm when prompted. The card disappears from the pipeline — but the contact record is untouched and still fully searchable.

Find the contact record after deletion

Go to the Contacts tab in the left sidebar and search for the person by name or phone number. Their record — including past notes, call recordings, and conversation history — is all still there.

Re-create an opportunity if they come back

If that person re-engages months later, open their contact record and click + Add Opportunity in the top right. You can place them back in the pipeline at the correct stage without any data loss from the first round.

Pro tip: Think of the pipeline as a whiteboard and the contact record as the filing cabinet. You can erase things from the whiteboard without throwing away the file folder.

Important: Deleting a contact is permanent and does remove everything — phone number, email, call history, and notes. Only delete contacts if you are certain the record is a duplicate or a test entry. When in doubt, just delete the opportunity and leave the contact alone.

If I delete an opportunity, does the contact's information get deleted too?

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