How to Edit Prospects

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Prospects Help

Edit Prospect

First go to "Prospects" from the navigation.


Find the Prospect you want and click the Options Cog to open the Options Panel.


Now please click "Edit Prospect" from the Options panel to navigate to the correct page to edit your prospect.


And on the next page you are able to edit your prospect as you need. Simply submit the form when complete and your prospect information will be updated in the system.

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