How to Delete a Prospect

 This article will cover how to delete a prospect.
(You can only delete Prospects you are attached to

  • Within Prospects, Select a folder by clicking on the Briefcase or the folder name. Once inside the folder select the prospect you would like to delete.

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  •                                                Then click on the icon with three vertical dots  Screen_Shot_2019-10-17_at_2.53.42_PM.png

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  • Once you click on the drop-down it will provide you the following options illustrated below.Screen_Shot_2019-10-17_at_12.53.46_PM.png

 

  • After selecting Delete Prospect, a confirmation will appear and confirm if you would like to permanently delete this prospect.Screen_Shot_2019-10-17_at_12.53.54_PM.png

 

 

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