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Agency View

How to delete a prospect (Agency view)

To delete a prospect from the prospecting tool, please head into your ' Agency View ' > Click on ' Prospecting ' > Search for the prospect you wish to '…

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To delete a prospect from the prospecting tool, please head into your 'Agency View' > Click on 'Prospecting' > Search for the prospect you wish to 'delete' > Complete prompts (This step is irreversible)

Figure 1 What this shows To delete a prospect from the prospecting tool, please head into your ' Agency View ' > Click on ' Prospecting ' > Search for the prospect… What this shows Illustrates "How to delete a prospect (Agency view)". This animation appears in "How to delete a prospect (Agency view)". The text alongside this image reads: To delete a prospect from the prospecting tool, please head into your ' Agency View ' > Click on ' Prospecting ' > Search for the prospect you wish to ' delete ' > Complete prompts (This step is irreversible). Image 1 of 1 What to clickTo delete a prospect from the prospecting tool, please head into your ' Agency View ' > Click on ' Prospecting ' > Search for the prospect you wish to ' delete ' > Complete prompts (This step is irreversible)
Buttons and menus referenced Agency ViewProspectingdelete

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