To turn your client back to prospect, follow the given steps.

Step 1- Go to client's profile.



Step 2- Select the Application tab.



Step 3- Open the application and discontinue the application if they are in progress.



Step 4- Come back to Application tab.



Step 5- Click on the action button and select delete option. Remove all the Applications from the client in same way.



Step 6-  Now, your Client has turned into Prospect and will be listed in Prospect's list view.

Was this article helpful?
Cancel
Thank you!