How to Edit Prospects

To edit prospects, please follow the steps below.

---

To edit prospects, please follow the steps below.

Step 1. Navigate to the Prospects Tab under the Main Menu and click Prospects.

Step 2. Select the desired prospect.

Step 3. Click the Options Icon.

Step 4. ChooseEdit Prospect.

Step 5. Make necessary changes on the form.

Step 6. Submit the form to save the updates.

---

To edit prospects, please follow the steps below.

Step 1 

 

Steps 2 & 3

Step 4

Steps 5 & 6