How to Delete a Prospect

Deleting a Prospect

To permanently remove a prospect from your prospecting tool, follow these steps.

Steps to Delete a Prospect

1. Navigate to your Agency View.
2. Click on the Prospecting section.
3. Use the search function to locate the specific prospect you wish to delete.
4. Select the option to delete the prospect. You will be presented with a confirmation prompt.
5. Confirm the deletion. Please note: This action is irreversible and cannot be undone.