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.