Deletion of Prospect or Clients
To delete a prospect or a client, it is mandatory for it to be Archived.
Archiving Client
“A Client can be Archived, only if all the application in client’s profile is either complete or discontinued.”
Step: Click on “**Actions**“, then a drop down list will appear with options Edit, Email and Archive.
Click on “**Archive**” option in Clients page, as shown in the image below.

Archiving Prospect
Step: Click on “**Actions**“, then a drop down list will appear with options Edit, Email and Archive.
Click on “**Archive**” option in Prospect page, as shown in the image below.

To Delete
After archiving Client or 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.

To delete a prospect or a client, it is mandatory for it to be Archived.
Archiving Client
“A Client can be Archived, only if all the application in client’s profile is either complete or discontinued.”
Step: Click on “**Actions**“, then a drop down list will appear with options Edit, Email and Archive.
Click on “**Archive**” option in Clients page, as shown in the image below.

Archiving Prospect
Step: Click on “**Actions**“, then a drop down list will appear with options Edit, Email and Archive.
Click on “**Archive**” option in Prospect page, as shown in the image below.

To Delete
After archiving Client or 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.
