Delete A Prospect Record

1.  While on the detailed view for the prospect record you wish to delete, towards the top-right of the record click the Tools drop-down menu.

2. Select Delete .

3.  Review the displayed information and click the Continue button to start the Delete Pre-Check or Cancel to abort the delete process.

Pressing Continue does not delete the prospect record from the database yet.

4.  The delete pre-check will run and display the results upon completion:

If the delete pre-check is successful, continue onto the next step.

If the delete pre-check fails, an error message will desplay indicating why the prospect record cannot be deleted at this time.

5.  Click the Delete Prospect button  to officially initiate the delete process or Cancel to abort.
• A progress bar will display , indicating the delete process is occurring.

Once you press Delete Prospect you cannot reverse your actions!

6.  The delete process will run and display the results upon completion:

If the delete process is successful , the prospect record and all associated transaction records have been deleted from the database.

If the delete process fails, an error message will display indicating why the prospect record was unable to be deleted at this time; click Return to Prospect to go back to the detailed prospect record page.

7.  After the prospect record has been deleted, click Continue to go to the prospect Search page, or use other navigation options as desired.

(Click image to enlarge)