Delete a prospect
Description
Cause

To remove a prospect, you won't be working with from your Client Management list. 

Resolution

 

 CAUTION: Deleting a prospect permanently deletes their related data.

 NOTE: If the prospect has a relationship with a client, that relationship link will be removed. 

Delete a prospect

  1. Open the prospect record you want to delete.

  2. Click Prospect actions then Delete prospect.

  3. Tick the checkbox and click

     Delete.
Steps to duplicate
Related Solutions

Delete a client

Delete a contact

Turn a contact into a client or prospect

Turn a prospect into a client