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Kommo CRM

How to Reset Kommo CRM: Complete Step-by-Step Guide

If you're wondering how to reset Kommo CRM, know that this process is simpler than it seems. 'Resetting' Kommo means clearing all data — leads, contacts, deals, and pipelines — to start fresh or reorganize your CRM. Many entrepreneurs and sales teams choose to reset Kommo.

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If you're wondering how to reset Kommo CRM, know that this process is simpler than it seems. 'Resetting' Kommo means clearing all data — leads, contacts, deals, and pipelines — to start fresh or reorganize your CRM.

Many entrepreneurs and sales teams choose to reset Kommo CRM when:

  • They are migrating from a trial version to the full plan
  • They have changed their sales structure and need new pipelines
  • They imported test data that needs to be removed
  • They want to completely reorganize the customer base

Step-by-Step: How to Reset Kommo CRM

1. Access Settings

Log in to your Kommo CRM account and click the gear icon in the upper right corner. Then go to 'Settings' → 'Import and Export'.

2. Export Your Data (Optional but Recommended)

Before resetting Kommo CRM, export your current data as a backup. In the 'Export' section, select the items you want to save (contacts, deals, companies) and click 'Export'. Kommo will send a CSV or XLSX file to your email.

3. Bulk Delete Leads and Contacts

To reset Kommo CRM, remove leads and contacts: go to 'Leads' or 'Contacts', select all with 'Select All', click 'Bulk Actions' → 'Delete' and confirm. Repeat if there are many items.

4. Remove Custom Pipelines

Go to 'Settings' → 'Pipelines', click the three dots next to the pipeline you want to remove and select 'Delete'. The default pipeline cannot be deleted, only renamed.

5. Contact Support for Complete Reset

If you need a deeper clean, contact Kommo CRM support for a complete account reset.

Tips Before Resetting Kommo CRM

  • Backup: Export all data before deletion
  • Notify the team: Inform that the CRM will be reset
  • Plan the restructuring: Have a new pipeline ready before cleaning
  • Test first: Try it on a secondary account

Frequently Asked Questions

Does resetting Kommo CRM erase everything?

Yes. Leads, contacts, deals, and companies are permanently removed. That's why the backup is essential.

Can I reset just one pipeline?

Yes, you can delete individual pipelines without affecting the others.

How long does it take?

The manual process takes from 30 minutes to a few hours. Bulk deletion via API is faster.

More About Kommo CRM

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