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Shreeya Dangol
Written by Shreeya Dangol

Can I edit/delete the Prospects?

Yes, you can edit/delete the Prospects.

To Edit: In the Prospects list click on Actions and select Edit.

As the Edit page opens, you can edit any information needed as shown in the image below.

Deletion of Prospect

To delete a prospect, it is mandatory for it to be Archived.

Archiving Prospect

Step: Click on Actions, then a drop-down list will appear with options EditEmail, and Archive.

Click on the Archive option on the Prospect page, as shown in the image below.

To Delete

After archiving the Prospect, It will be listed in the Archived tab.

Now, Click on Actions, a list will appear with options Restore and Delete.

Click on Delete as shown in the image below.